HOW IT WORKS

All small business owners know the fear of working with professional service providers who charge by the hour.  Whether its your Tax CPA or legal advisor, the uncertainty these arrangements can blindside your budget and cash flow. 


NO SURPRISE BILLS:
OUR SERVICES ARE PROVIDED UNDER A MONTHLY SUBSCRIPTION MODEL. 


We believe that this approach properly aligns our interests.  We are motivated to find efficient/cost-effective solutions for your business.  This makes us better, and keeps your costs predictable. 

UNDERSTAND

This initial meeting will help us understand your pain points and connect your needs with one of our service packages.

 

 

engage

After reviewing and accepting our service package, a formal engagement agreement will be signed.

 

 
 

IMPLEMENT

This onboarding phase typically takes 45-90 days and serves as a transition between your existing approach and our solution.

 

 

EXECUTE

After the onboarding phase we will initiate our ongoing operational phase.

 

 
 
 

EVALUATE

Meet quarterly with client management to assess and make changes when necessary.