It’s the communication with you that makes things happen.
Have conversations with us about your business. Ask us questions! We’re here to help.
A customized plan, just for you
Technology and all it’s wonderful apps are great, but they aren’t much help
if we’re not working with you in a way that best fits you.
If you’re tech savvy and enjoy using the latest apps to get us the information we need, great!
Our entire team is Xero-certified and love using the latest tech when working with you.
If tech isn’t your passion and you prefer us to take the lead on it, that’s fine, too.
We’ll create a process that works for you.
How it works
Meet with you
We’ll have a meeting with you virtually (or in person, if you’re local!) to talk about what’s working and what’s not. We’ll see if we’re a good fit for each other.
Review your books
We’ll take a look at your numbers to see the bigger picture and specifically what we can do to help.
Assess your needs & quote fees
Together, we’ll decide what work is to be done and give you a verbal quote.
Send you an agreement
If all sounds good, we’ll send you a month-to-month agreement (you'll never be locked into an annual contract!) for you to sign so we can get started.
Our team of account managers will get to work on your account.
Your virtual accounting department
You’ll have access to all of our account managers when working with us. Our team uses Zoom and Skype to collaborate with each other and with you. We’re easily accessible and respond quickly when you need us.