Discovery Zoom/Call

Book this meeting so we can learn about your business & its needs so we can figure out how to help you.

Engagement Review Call

We will review your engagement to solidify our invenvestment in your company.

Onboarding Session

Book this meeting so we can review our teach stack with your, make sure your web browser is setup for success & get share access with your banking credentials

QBO Setup/Training

Book this appt time once you have completed your Onboarding Session & you have scheduled QBO Setup or Training as part of your Proposal

Non-Client Meeting

1-2-1 Non-Client Meeting

Customer Satisfaction Call

Check in with cleint to see how their service is going, assist with any issues & see what other services they may need as their business grows.