customized services
Customization plays a key role in determining the cost and expectations of services since no business, two people or their financial needs are the same.
THE PROCESS: First step is to email me and answer a few additional questions. Transparency is best when giving me an insight into your current financial status and future expectations. After that we set up a time for a consultation aka conversation to learn more about your needs and an opportunity to get to know each other better.
After that you can expect a written proposal outlining what we have discussed. Upon a mutual agreement to move forward you will receive a written engagement letter to sign. This allows me to move forward with the services agreed upon and the work begins. The engagement letter by no means locks you in to a long term contract, it only gives me permission to access your financials as outlined and receive payment as agreed upon.
no contract
Most importantly you are not locked in to a long term contract we are month to month. Therefore if you decide to cancel at any time, all I require is a written 30 day notice. You will receive a final current up-to-date set of financials and our services will be terminated.
Additionally services can be added at any time, a new engagement letter signed and services continue.
Next Step...
The sign up process begins with emailing me. I will send you a brief questionnaire to gather further information. We set up a time to consult. Please visit FAQ for additional questions you may have or just email me if you have any questions.