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Step 1: (Day 1) Contact us and we’ll set up a time to learn more about you, your business, and your needs. We’ll start customizing your contract so that you’re not paying for anything you don’t need or want.

Step 2: (Week 1) We’ll finish gathering information, pair you with the accountant that best fits your profile, and provide you with the contract.

Step 3: Your personal accountant starts working with you right away… doing what you need, when you need it. Just like that you never have to worry about accounting issues again.