It starts with a Discovery Call
Like a real tailor, a fitting must be done before the real work on your masterpiece can begin. This is the discovery call, also known as a Diagnostic Review. During this review, we are taking a thorough look at your current bookkeeping systems, going through your sales process, how you gather and store your financial documents, and so much more. Once that is complete, our findings are shared with you and together, we create a plan of action to put you on the right financial path for you, your goals, and your business!