This is where we get to know you and your business. What are your pain points? What are your goals? We’ll gather the information we need to present you with the best solution.

Here is where we present our findings. We’ll design a plan custom-made for your business and review it with you.

Once you accept the proposal and engagement letter, services can begin.

In this phase, we’ll gain access to the data we need to get to work. We’ll have a call with you and your team and review what to expect from us. This will get us on the same page to ensure a smooth ongoing relationship.

Here is where we’ll put our plan into action. Whether your diagnostic review included a project or regular ongoing services, we will check in regularly with you to communicate our progress and present your deliverables. The result? Clear, actionable financial data you can actually use to grow your business sustainably.