Process

So…you’re thinking of streamlining your business and you are ready to start putting a plan in place to ensure you are making a profit that you are comfortable with…what happens next? 

Client Onboarding

Welcome! This means you’ve decided to streamline your business. This is where we get to know you better, you meet our team, and we start the information gathering process.

Quickbooks Online Set up & App Integration

This is when we will set up the books and the workflow process.

Profit First Implementation

If you choose the Profit First cash management system with your package, this is where we will do the implementation.

The Magic Begins

This is where you get the information to take the pulse of your business, and enjoy the Profit First rhythm.

Lets Chat about Prices

As you know, different companies require different plans for their financial needs. We love the discovery phase of our process where we get to establish your wants, needs, and vision for your business.

13-4 Alliance Blvd
Barrie, ON
L4M 7G3
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