What it's like to work with us
Six steps, no surprises — from your first call to ongoing quarterly reviews.
Discovery Call
We start with a short intake call over Zoom to understand your business, your current financial setup, and what you're trying to solve.
Proposal & Scope
You receive a clear scope-of-work document outlining exactly what's included, timeline, and pricing — no surprise fees, signed digitally via DocuSign.
Onboarding
We set up a shared, secure client folder and confirm the delivery timeline. Projects over $2,000 require a 50% deposit to begin.
First Delivery
You receive your first set of documents, models, or reports — built on standardized logic, fully editable, and easy to audit.
Walkthrough & Feedback
We walk through the deliverable together, answer questions, and make adjustments based on your feedback.
Ongoing Reviews
Recurring clients receive quarterly check-ins to update models, revisit forecasts, and stay ahead of tax deadlines — not just a one-time engagement.
Ready to take the first step?
The discovery call is free and takes about 20 minutes — no obligation, no pressure.