We’ll talk through your practice, goals, and challenges to understand how we can help.

You’ll share key financial documents and details about your current systems and software and we’ll share an estimated range of what we think our services would cost prior to reviewing your financials in detail.

We carefully review your materials and follow up with any clarifying questions.

You’ll receive a tailored engagement proposal with services, pricing, and onboarding timeline.

We’ll walk you through what to expect, set communication protocols, money movement approval authorizations, and ensure data security.

Our team gets to work, delivering proactive support, reporting, and financial clarity from day one.