- What is your typical process for working with a new customer?
Phase I: Discovery This is an opportunity for us to get to know you, your business, and your financial needs as they currently stand. Phase II: Set-up/Clean-Up If your Discovery shows that you need new software or cleanup in your current system, we are going to get you setup with the software and apps that best fit your needs. Phase III: Process Improvement You are now setup with a fantastic system! We will use the information in your reports to dig deep into your business goals and take you to the next level of success.
- What education and/or training do you have that relates to your work?
I am a Financial Management Accountant, and business strategy advisor with a Bachelors + MBA in Accounting & Finance and over 10 years of experience.
- What types of customers have you worked with?
We love working with business leaders who have built their businesses by surrounding themselves with talented people who can serve their customers well, but have maybe struggled to find business strategy advisors and accounting professionals who understand their goals, can answer their essential questions, maintain high performance standards, and really partner with them for their company’s success. Our clients services/industries span: - Technology Services - Consulting Services - ECommerce - Healthcare - NonProfit Organizations - Landscaping Services - Marketing Services - Cleaning Services -and more.