The first step is to contact us and set up a time to talk. We can do it in person or over the phone. Some of our clients are completely remote and we work with them through internet tools. For those who want to meet, we will come to you and talk about the things we have done. Ask us any questions you want. Have your CPA interview us if you like.
If you like what we do, your dedicated Money Manager will work with you on a plan to get started. Let us start where it makes the most sense. Our service is customizable so you don't need to use all our skills. We are happy to engage slowly and learn your business. We want to be an extension of your team and not just a random consultant.
Whenever you are ready, your dedicated Money Manager can expand to help you in additional areas. The more involved we become the more we can help. For example, it is tough to produce impressive reports if you don't let us understand your business. We are aggressive about our work but not about sales. You are always in charge of the level of service.