What To Expect

Before We Meet

We may need 1 full business day to get back in touch with you but often we respond during the same day. If you don’t hear back from us within 24 hours we encourage you to try again, as we did not receive your message. Once you do contact us, you should expect the following processes to occur:

  1. We will reply back to you as soon as possible. The more information you provide us regarding what services you require the better in the first email.
  2. In our response, we will typically ask more questions regarding the services you require. After that we will schedule a meeting for the 1 hour consultation.
  3. The meeting can occur at our office, your office, local restaurant or on the phone.
  4. Depending on the services you require, we will provide a timeline and an estimate of costs at the end of the meeting.

What To Expect When You’re Working With Us

Once we have agreed that working together is the best option, then you should expect the following from us:

  • A listing of items that we need from you for us to do our work optimally (bank statements, account access, etc).
  • A recommendation of changes to your accounting systems and processes for your company going forward, either for us to do the work or for you or your staff going forward.
  • Our hard work and dedication to your organization.
  • The atmosphere that we like to provide is professional, but not stuffy. We are dead serious about your organization’s finances but overall we are fun to be around.