top of page

Empowering Your Financial Future

Controller and managed accounting services customized for your business

Illustration of two professionals discussing financial data on large digital screens, symbolizing managed accounting.

Our process

We understand that every business is unique, so we don't offer a one-size-fits-all solution. Our customized accounting services are tailored to your specific needs and goals. We will work with you to understand your existing tech and accounting system, and make recommendations based on our knowledge and experience with various software programs to ensure a smooth and efficient workflow.

1.

Initial discovery call

4.

Financial reporting building

2.

Accounting system access + creation

5.

Process documentation + bookkeeper hand off

3.

Monthly accounting process building + improvement

6.

Monthly recurring services + onboarding finalized

bottom of page