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A Look At Our Menu of Services
Here you can learn more about each service we provide, and select which one fits you. After you have reviewed these services, feel free to contact us for further details.
01
Our
Process
We make our onboarding process easy and simple.
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Consultation meeting
We will meet either in person, virtually, or by telephone to discuss your specific needs and obstacles. This is typically a 30 minute to 1 hour appointment so our team gets a full understanding of your needs. -
Proposal of Services
Based on the needs identified in the consultation meeting, our consultant will put together a proposal of services to review with you in a 30 to 45 minute meeting. This will include all specific services we will be providing along with the proposed fees. -
New client onboarding
The onboarding process typically takes about a week. This is where we will sign all of the contracts, etc. for us to begin business together. Once signed, our consultant will schedule a quick kick off meeting where you will provide access to all relevant software and applications required for us to service you.
