During our call, we will:
- Review the challenges you face
- Discuss the results you hope to achieve
- Assess the resources and infrastructure you have and/or need
- Decide your timing and budget considerations
- Share our firm’s unique service offerings
What happens at the end of our discovery call?
If we mutually agree that there is a fit, we will:
- Send you a signed NDA and instructions for providing us access to your accounting data
- Review your accounting data
- Present you with a detailed proposal that includes recommended scope of work and fees
After you receive the proposal, we can:
- Tweak the proposal to meet your needs, as necessary
- Send you a signed agreement and authorization to proceed
- Schedule a kickoff call
Isn’t it time to grow your business with your own financial SWAT team?