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Our Process:

5 Easy Steps to Managing Your Finances

We value transparency, and our straightforward process keeps you relaxed, prioritized, and informed at all times

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Here's How It Works

See how easy it will be to elevate your business to a new way of operating.

Step 1

Reach out to us

The first step is to reach out to us. Fill out our contact form with all the details of your situation so that we can have an idea of what you need. We'll get back to you right away so that we can learn more!

Step 2

Initial consultation & appointment set

We'll have a brief initial conversation to make sure we're on the same page and will be a good fit to get you to success. If everything sounds good, we'll set a time for our in-depth consultation. 

Step 3

In-depth consultation

All of our clients go through an in-depth consultation so that we can have a broader understanding of your immediate needs. We willl talk about any documents needed, and devise an initial plan of action. You will leave this meeting with a clear understanding of the CPA services that will get you in line with your books and your bank.

Step 4

Execute your strategy

With your direct assistance, we will gather the necessary documents to jump start your strategy and head towards a financial situation that is easy to comprehend. All of our client receive reports and documentation. Together, we join the pieces and create a fine, functional accounting system.

Step 5

Enjoy a new way of running your business

Whether you sign up for accounting, bookkeeping, tax preparation, or budgeting services, you get to relax knowing your books and finances are lifted to a new standard and staying that way. No more worrying about missing payroll or a tax deadline. Now is the time for you to get back to the things you enjoy about your business and the passions that got you here!

Got questions?

What Our Clients Say

Here's what clients have been saying about us since 2006. Their words of encouragement keep us motivated and never fail to excite us for the next client we get to work with.

Portrait of Middle Aged Woman
Sandra was very knowledgeable and helpful. I will use her for all of my personal and business financial needs in the future.

- Shiesha Bell

Portrait of Mature Man
Sandra and her team have been amazingly helpful not just in helping me as an accountant but also navigating how to structure and set up my business. There are many questions when starting and growing your business, not just balancing the books but understanding how to manage taxes, which forms to fill out and how. Sandra answered and helped find answers to questions that seemed to go above and beyond her role. I highly recommend her for not only her knowledge and work ethic but also the friendly easy going manner in which she relates to her clientele.

- Nathaniel Sawyer

Smiling Woman with Glasses
Sandra is a joy to work with . She is very professional and knowledgeable . She will be taking care of my family's tax needs from now on !!!! I will definitely be referring others to her !!

- Debra Clayton

Experience our process and see how much you'll love having one less thing to worry about

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