How does a typical relationship begin?

Each client engagement begins with an assessment to understand the client’s vision, goals and needs. This enables our expert controllers, accounting specialists, CFOs and financial advisors to design and implement a plan that delivers the specific, comprehensive solutions for client success.

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We will then put together a proposal for consulting, including a time line and budget.

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Once these items have been agreed upon, the real work begins.  We will join your staff to help tackle your specific needs and concerns on the most efficient way possible, keeping the goal of long-lasting impact at the top of mind as we work with you and your team.