INTRODUCTORY CONSULTATION

During the remote Introductory Consultation, you’ll have the opportunity to introduce me to your company, your goals, your inefficiencies and your current financial setup. We may explore ideas for streamlining processes, customizing reports or changing the reporting frequency to meet your goals. This call is all about determining the best path forward for your business. After our discussion, an outlined plan of action will be created and shared with you. If appropriate, a proposal for continuing service will be presented to you within a week of this intro call.