Schedule a 30 minute Discovery Call to see if we're mutually a good fit. If we are, and you'd like to move forward, we discuss the service package you would like to start with and we move on to Step 2!
STEP 2 Gather Statements
Gather together 3 to 4 months worth of bank, loan and credit card statements and send to us for review. This helps us in calculating your monthly subscription.
STEP 3 Service Agreement
We put together a Service Agreement for you. It outlines the work we will do for your company and the frequency. It also outlines your responsibilities, as well as the monthly subscription price. You will need to review the Service Agreement and sign before we start.
Once we've received the signed agreement and the information we need from you, we start the work!