Custom pricing to fit your specific needs
We pride ourselves on being like members of your staff, so we take our initial meetings as seriously as you’d expect someone who interviews with you. Our thoughtful and intentional approach is intended to deliver transparent pricing and build trust.
1
Initial Consultation
We will discuss your current financial situation, share initial thoughts around team structure, and give you a range of what our fees would be before moving into a deeper dive into your processes.
2
Process Deep Dive
If we saw a mutual fit on our first call, then we do a deeper dive into your processes, financial accuracy, technology and give suggestions on how to optimize your accounting workflow, and ultimately present a custom plan/proposal.
3
Proposal Review
Our team will walk you through your custom plan/proposal based on our process findings. Most engagements start with upfront process improvements and weekly services.