We start by reviewing your current bookkeeping process and existing books. We will review them and provide you with a custom proposal, quote, and action plan.
2. We Analyze Your Information & Build A Custom Proposal
We will then meet over Zoom video to review your proposed plan, on-going strategy, and services quote. We will use the time to refine the scope, answer any questions you may have, and agree upon final services.
3. Confidently Make Data-Driven Decisions
Once sign up is completed we will begin the onboarding process. Setting up or cleaning up the books, and setting policies, communication schedule, and procedures for on-going services.
We recently worked with Shane and Dan at CayDen to review our retirement plan and adjust our investments. They fully listened to our goals, answered all our questions, and provided clear and understandable recommendations for our financial plan. Complete professionals. We highly recommend them.
