Our Process

01

check out our packages

We know that everyone's needs are different and every business has a different budget. We have created 3 packages to choose from. We will discuss the packages during our initial call and determine which one will bring you the most value.

 

Since every business's needs are different and has different amounts of transactions and work involved, we price each customer individually. Once we know your business and your needs, we will send you a pricing model along with the services we will provide to make sure you know exactly what you will be getting with no surprises.

Let us provide service with exceptional value to you and your business

02

Initial Chat

First, we would like to get to know a little about you and your business, as well as give you a chance to ask any questions you may have. To avoid confusion or uncertainty, most of the initial questions can be found in the link right below!

Let us get to know you and your business goals

03

Onboarding

We will do the heavy lifting to transition your existing software to our system. After the transition is complete we will teach you how to use your new apps and work together to improve your business systems. Depending on your plan, you will also have ongoing access to an accountant for any questions using your preferred contact method (phone, text, Zoom, etc.)

We understand when you prefer continuing to use your current accounting system, and are still happy to assist.

Bring your systems online and experience the easier side of accounting!

© 2019 by Corbin Bailie CPA Inc.