Our 5 Step Process

Everything starts with an initial consultation and strategy session. This is where we determine if we're a mutual fit.  We go over your goals, what your big vision is for your business, growth strategy, roadblocks, cost cutting and anything you feel is important to discuss.

We evaluate the technology being used such as your business management software, spreadsheets, accounting software, etc. to ensure our systems can integrate with one another.

We start connecting all banks, credit cards and financial institutions needed to perform our bookkeeping and basic advisory services.  If your business' bank can't connect to our banking aggregator we cannot perform our duties and deliver our services.

Our artificial intelligence starts coding your transactions and our team oversees the activities to ensure accuracy.  Please keep in mind that accuracy happens over time and we need to review the work to help us train our AI engine. It typically takes 3 months.

Monthly closes are done and Management Reports will be delivered digitally on the 15th of the following month.