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Filling Out a Form

01

Fill out Application

Then we'll send a brief questionnaire about you and your business. 

How It Works

02

Virtual Meet & Greet

If we're a good fit, we'll schedule a 20-minute Zoom meeting to get to know each other

Image by LinkedIn Sales Solutions
Reviewing Paperworks

03

Discovery Diagnostic Review

We analyze your accounting data and provide a full written report.  This is an investment in your business.

04

Review Findings

We'll explain our detailed report in a 1-2 hour virtual meeting with you. 

Reviewing CV
Colleagues at Work

05

Begin!

If you accept our quote for services, we send over paperwork and begin! 

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