No guesswork. No confusion. Just a straightforward process designed to assess fit, define scope, and deliver results—so you know exactly what to expect at every step.
Start the Intake FormStep One
You provide key details about your business, income sources, and goals.
This allows us to review your situation before any consultation.
Takes 2-3 minutes
Simple, straightforward questions
Secure & Confidential
Step Two
We review your intake to confirm fit, complexity level, and scope requirements.
Whether our expertise aligns with your needs
Understanding the scope of your situation
What services and timeline make sense
If we're a good fit, we'll reach out to schedule a brief intro call.
Response within 2 business days
Next steps provided via email
Step Three
A quick 10-minute conversation to confirm fit, answer initial questions, and determine if a full strategy conversation makes sense.
Quick phone call
Typically 10 minutes • No charge
10 Minutes
Paid Consultation
Step Four
We discuss your goals, current challenges, and potential engagement structure in detail.
This is where expectations, scope, and priorities are aligned.
Video or phone call
Typically 30-45 minutes • Professional consultation fee applies
Step Five
Once engaged, we implement a clear plan — whether that's ongoing accounting, tax planning, or advisory support — and maintain consistent communication throughout.
Clear terms, scope, and pricing in writing
Document collection, system access, and setup
Based on agreed timeline and priorities
Regular updates, reporting, and access to our team
Clear communication, proactive planning, and reliable execution — every step of the way.
From first contact to ongoing execution — here's the complete journey.
2-3 minutes
Within 2 days
10 minutes • Free
30-45 minutes • Paid
Ongoing
Begin with the intake form and we'll guide you through each step.