Discovery Zoom/CallBook this meeting so we can learn about your business & its needs so we can figure out how to help you.
Engagement Review CallWe will review your engagement to solidify our invenvestment in your company.
Onboarding SessionBook 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/TrainingBook this appt time once you have completed your Onboarding Session & you have scheduled QBO Setup or Training as part of your Proposal
Non-Client Meeting1-2-1 Non-Client Meeting
Customer Satisfaction CallCheck 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.