We start by getting your companies financials caught up and cleaned up so we know everything is accurate moving forward.
We make sure your books are always current by doing the bookkeeping for you! We can also manage accounts receivable & accounts payable.
We help put systems in place so that we can review and analyze your financials on a regular recurring basis. This includes job costing systems, invoicing and getting paid, & bill pay processing.
We will do monthly financial analysis, using standardized metrics & KPIs, to ensure you are reaching your targets and correcting course when needed.
We start with a consultation to make sure we are both excited to work together!
I review the current state of your books so I can put together a proposal.
I put together a password protected Loom video so I can walk you through your books and I can provide next steps.
I will send you the engagement letter and invoice. Once the engagement letter is signed and invoice is paid we will begin the onboarding process.
I will send you an email welcoming you and a link to your new client portal where you can find all onboarding questions and documents I need from you can be uploaded!