Once you purchase a service package, you’ll receive a welcome email with all the details to get started, including a short form to provide us with the necessary information. From there, we’ll guide you every step of the way to ensure everything runs smoothly.

If the package you purchased includes a consultation, your welcome email will include a link to book the consultation.

For bookkeeping services, the process is slightly different. To learn more about how we work and the steps for all our services, see more details here.