NEW CLIENT PROCESS
How We Understand You and Your Goals
Let us walk you through our 5 Step Approach to review your situation and understand your goals.
STEP 1
Let’s catch up for coffee, so we can learn more about you.
STEP 2
We prepare a scope of work and fixed fee proposal for your review.
STEP 3
You review the scope of work and agree to fees proposed.
STEP 4
Fixed fee is invoiced monthly or quarterly as agreed–”You know what your ‘outs’ are and we know what our ‘in’ is. You can contact us without feeling like you are going to be invoiced for a phone call”.
STEP 5
We get cracking on your accounting needs, delivering on agreed outcomes.