we get to know you
Our Approach
We start by getting to know your business first, the numbers second. No talking down, no fancy finance speak—just straight-up advice that makes sense.
We’re here to keep things moving
You'll never have to chase us. Got a question? You'll get a direct line to us, not some wall of managers.
We’re a small, scrappy team
We cut through the red tape and get sh*t done. "Same as last year"? Not our style. We're all about raising the bar, every single time.
What you should expect
Expect us to over-deliver, over-communicate, and keep it real. No surprises, no hidden fees—just honest support, start to finish.
A custom approach
While there’s no “typical” business—and we take a custom approach to each one—we’ve done our best to look organized and show you how we work
Our Process*
Step 1
Discovery & Audit
- Reviewing for accuracy
- Aiming to understand the business and existing processes
Step 2
Scope the Work
Step 3
Onboarding
- Access to your books, banks, payroll and other items we’re taking over
- Meet the team
Step 4
Catch Up/Clean Up
- Account Structure
- Correcting Reporting and Balance Sheet issues
- Catching up past, unreconciled periods
Step 5
Ongoing Accounting and Reporting
Step 6
Process Improvement/Optimization
- Leveraging technology to make your life (and business) better
Step 7
Reporting & Monthly Meetings
(if you elect to have one)
Step 8