Contact
Request a Books Review
Answer a few questions about the business and the current state of the records. It shapes the first conversation so no time is spent on background.
After you submit
What happens next.
A defined path from first form to first month, so the start of the relationship is never improvised.
- Step 01
Qualification
Your responses are reviewed.
- Step 02
Introductory call
A short conversation about how the business runs.
- Step 03
Records review
A look at the actual books.
- Step 04
Scope and proposal
Written scope, then terms and e-signature.