How we work
Simple onboarding. Immediate impact.
Typical onboarding: 3–5 business days. Most clients are fully operational within the first week.
1. Discovery call
20 minutes. We understand your setup, pain points, and what good looks like for your business. No pitch, no pressure.
2. Scope agreement
Clear deliverables, timeline, system access, and monthly retainer agreed upfront. No surprises at any stage.
3. Onboarding (3–5 days)
System access, prior close review, chart of accounts mapping, and team introductions — complete in 3–5 business days.
4. First delivery
First close or engagement delivered. You review, we refine. Quality standard established from day one.
5. Ongoing delivery
Consistent, deadline-driven delivery. Available for queries, management meetings, and audit support throughout.