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Work with Us

1

Are we a good fit? 

Read our FAQ page to determine if we are a good fit. 

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If you were referred to us and received a code, please book your appointment online here. 

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2

What services do you provide? 

We provide coaching & training, outsourced CFO & controller, taxes, and representation services.

 

View our Services and Add-On Services page to learn more.​​​

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3

How do I get started?

The first step to working with us is to book an initial phone consultation below using code HELLO. This consultation is intended to learn about you and gather information regarding your financial situation to determine how we can best assist you with our services. Please note that this is not a coaching or strategy session.

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