Getting Started

How do I getting started? It's easy!

1. Fill out your Contact Information below or send your inquiries to
  • Once we receive your inquiry for services, we provide you with a Non-Disclosure Agreement, so there is an understanding that we will keep any disclosure of your information extremely private.
  • Send a copy of your accounting file, if you have one, preferrably by email attachments, or we can arrange for a a secure drop with
2. We call you for a free consultation and discovery meeting with you.
  • After receiving a copy of your accounting file, we will schedule a meeting with you. 
  • We provide you with a brief business assessment
  • We will provide you with a free, no-obligation complimentary proposal. 
  • At will, you can sign this proposal to confirm our Work Agreement.
Free Consultation
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