Work Process

01

Introductions

Schedule a call by filling out the Contact Form below and let’s get started. 

02

Questionnaire

Fill out the questionnaire above before our call. This will assist us in grasping the current condition of your books and your particular service needs.

03

Let’s Chat

Join me for a call, where I’ll explore your requirements and preferences in more detail.

05

Final Review

Once you confirm that you’re ready to proceed, we’ll send you a contract to sign. This contract outlines our mutual expectations and includes an autopay authorization for your monthly invoices.

Congratulations!

Once you sign that contract, congratulations! You’re officially a part of our valued client community!