HOW WE WORK

We set up an initial meeting in person or using GotoMeeting. At that initial meeting, we'll work to identify your vision. Then we'll pair you up with a manager who will set up processes that work for you, no matter where your business--or your life—takes you.  

Throughout the process we will work on your team: using smartphones and cloud-based applications to steer your business towards being in control with the numbers. It’s efficient. Secured with encryption. Scalable. And highly liberating.

Other online accounting companies will simply pair you only with an offshore accountant who may (understandably) be out of touch with your vision and needs for the company.  Our domestic managers team up with you to and manifest our core values of Simplicity, Protection, Care, and Education.  

Have your financial meeting from the beach, from a mountain bike path, or from a riverside portage. Sign your documents when you have time to give it your attention, not only during office hours when the bankers and lawyers do business.