Step 1: Discovery Call
We start with a conversation to understand your firm’s needs and goals. This helps us recommend the right level of support for you—Bookkeeping, Quarterly Financial Navigator, or CFO Services.

Step 2: Onboarding
Once you join, we review your books and establish the systems your firm needs for accuracy and compliance.

Step 3: Ongoing Services

• Bookkeeping Clients: You get clean books, trust reconciliations, and monthly reports. We keep you compliant and give you reliable data.

• Navigator & CFO Clients: In addition to bookkeeping, you also receive financial dashboards and scheduled meetings (quarterly or monthly, depending on your plan) where we review your numbers, track progress, and plan for growth.

Step 4: Continuous Guidance
For all clients, we proactively identify issues, recommend improvements, and ensure your financial systems support your long-term goals. For Navigator and CFO clients, this includes strategic guidance and accountability to keep you on track.

Guarantee:
If you’re not happy in the first 30 days, we’ll refund your money and cancel the remainder of your contract without penalty.