Our First Meeting

Free initial meeting, reasonable costs:

    • You want an accounting firm you can trust.
    • We want to tailor our solutions to your specific business needs.
    • Our no-cost initial meeting meets both of these needs.

Once you decide to move forward, we can get started with a down payment. The one-time fee ranges from as low as $750 to $3,600, depending on your company’s needs.

Monthly maintenance fees range from [amount to xx], depending on the size of your company.

Our process is easy:

1. We meet for an initial conversation where we learn about your company, your goals, your current processes.

2. We then develop an individualized financial plan—tailored to your budget—to help you realize your business goals—and save you money!

3. You have the option of a one-time financial plan or a monthly maintenance program.

4. We can also refer you to vetted business resources listed below.