GETTING STARTED
When you need a trusted sounding board in your business, who do you call?
Business owners shouldn’t be nickeled and dimed when they need help managing finances or discovering their need for bookkeeping services. We have a flat fee promise that our fees are upfront and transparent. Our service price is based on an honest assessment of your company’s needs and the scope of work. A lot of fractional CFO and business accounting consulting firms start with one price, then add charges for answering questions or other services along the way. Before you know it, you’re spending far more than you expected without the service you need. We don’t believe in working that way. We believe in transparency in pricing, and you always know what you’re getting.
Each client is unique, so each plan is unique. Here’s how it works.
1
Define Our Scope.
It starts with a call or a meeting to go over your company’s current financial picture and where you want to go. Maybe you need help staying on top of changes in your business. Maybe you need a financial clean-up after years of neglect (it happens). Or maybe you want to take your business to the next level and it’s time to enlist a financial professional.
2
Select Your Plan.
We’ll put together a plan with a few options for you to choose from. If you decide you need more (or less) help, we’ll iron out the details. Our most common service terms are monthly or quarterly, but we’ve also had semi-annual and annual reviews and meetings with clients. Your business is unique, and so is your service plan.
3
Get Started.
Once we’ve fine-tuned your plan, we get down to work. We’re always here for you when you have questions, and we’ll provide no-nonsense answers when you need them.
