This is where you design, adopt, and implement the changes yourself. We’ve built a series of instructional materials and videos to get you started. Learn from our professionals and build a chart of accounts that will be useful to you as you run your business.
Pro Help Option
Get everything in the DIY Option plus our assistance to help you design and implement your enhanced chart of accounts. With this service, we will perform a Discovery to learn about your business and your needs as the owner. We will understand what is important to you and what it is you want to know every time you look at your financials. We will build an instructional video, unique to you and using your company file, based on our findings. You’ll then be responsible for adopting our recommendations and implementing the changes in your company file.
Hands Free Option
Get everying in the Pro Help Option plus we’ll do all the implementation work for you. After it’s all done, we’ll host a meeting with you to deliver our product. This will be your time to ask questions and suggest improvements. We’ll even check-in with you after 30 days to make sure it’s working for you.