HOW IT WORKS

Process outline in three easy steps


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Onboarding

  • Invited to complete client onboarding checklist.
  • Team lead will be introduced and go over expectation settings.
  • Bi weekly follow up calls for atleast 2 months for knowledge transfer.

Service Delivery

  • At the beginning of each month, we extract all your transactions for the previous month, categorize them & book them in your accounting software.
  • We contact you for any information missing to complete your books.
  • We deliver your monthly financial statements along with business insights within 15 days.