How it works

Click the button below. Provide us with your contact information and the type of services you need.

We will contact you to schedule a meeting to review your needs, gather basic information, and determine if we are a good fit for one another.

Establish a schedule of when services will be completed as well as the frequency and mode of communication.

Finalize the terms of agreement, collect detailed client information and obtain necessary authorizations.

Bills paid in a timely manner, accounts reconciled, credit card statements reviewed, and other services completed as requested.

We provide reports monthly summarizing expenditures, cash flow analysis and account balances.

You can relax!