Our Process

Step 1: Discovery

Fill out the form in the Book a Call tab with some information about your business and the services you are interested in. We take time to understand your business model, seasonality, team structure, and goals. This deep dive helps us spot where money’s leaking, where systems are disconnected, and how to simplify your back office.

Step 2: Custom Proposal

Using what we learn during Discovery, we craft three clear service options—so you can choose the level of support that fits your operations and budget. No fluff. No guesswork. Just the right tools, cadence, and strategy for where you're headed.

Step 3: Onboarding & Ongoing Support

Once you choose a plan, we handle onboarding efficiently—getting your systems connected and workflows in place without disrupting your day-to-day. From there, we deliver proactive financial support aligned with your goals.