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Book a Consultation
Reach out and we'll take it from there.
Fort Lauderdale, FL 33301
We understand that switching accountants is a big decision for your business and for your future. And so we've laid out what to expect from start to finish.
Book a Consultation
We schedule a 15 to 30 minute call to see if we are a good fit. This is an opportunity to share your situation, goals, and concerns with a licensed CPA.
Assessment & Proposal
During the call, we assess your situation and share scope and pricing if it’s a good fit. A custom proposal is delivered to your inbox shortly after.
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Foundation Catchup
If your bookkeeping, accounting, or taxes are behind, we bring everything up to date. This phase usually takes between 2 and 6 weeks, depending on complexity.
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Ongoing Service
Upon finalizing the catchup phase, we continue working with you on an ongoing basis as your business co-pilot every week.
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