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WHAT YOU CAN EXPECT,
WORKING WITH ME:

THIS IS THE PROCESS TO START WORKING WITH ME
01.
CONTACT US
Call us or schedule your own introductory call.
We will schedule a call to learn more about your financial needs.
02.
ASSESS & ESTIMATE
We review current bank account or QBO transactions in detail
​Then, estimate the upfront cost and/or monthly cost.
03.
WORK TOGETHER
We begin onboarding and working together.
So, you no longer need to stress about lack of financial clarity.
ARE YOU READY TO BEGIN?
We can't wait to chat with you.
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