STEP 1
KickOff
Meeting
KickOff Meeting
You have an introductory call with our Operations Team
STEP 2
Operation
Review
Operation Review
We deep dive into your company's finances to prioritize and address important reports.
STEP 3
Map Reporting
Requirements
Map Reporting Requirements
Our accounting team designs a personalized system to fit your needs.
STEP 4
Setup Accounting
System
Setup Accounting
System
We will create & update your chart of accounts and integrate your finance stack.
STEP 5
End-of-Month Financial Performance Analysis
End-of-Month Financial Performance Analysis
We analyze your financial performance and suggest improvements.