We try to make things as painless as possible for you.  During your free strategy session, we will determine exactly which services you need.  You may want to keep control of certain things, or you may want us to handle everything.  We can make it so simple that you just review reports monthly.  We will need to communicate with you or someone on your staff on a regular basis, but accounting skills are not necessary.  We’ve got that covered!

During initial onboarding, we will work with you or your team to set up access to various accounts.