STEP #1 - COMPLETE THE FORM BELOW

Once we have received your preliminary information, we will contact you with 24 hours or by the next business day to schedule a discovery meeting with you to learn more about your company and discuss your accounting needs.

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STEP #2 - DISCOVERY MEETING

During this meeting, we will ask additional questions about your company and accounting needs, and review your company's current accounting software file.

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STEP #3 - PROPOSAL & AGREEMENT

After the conclusion of the discovery meeting, we will send a proposal and agreement to you with 48 hours, outlining your customized service plan.