No worries! Once we get to know your business and goals during the discovery call, we will share a 3 option service plan that is tailored to your specific needs
You will hear from one of our owners, within one business day, to schedule a discovery call. During that call, we’ll be eager to get to know more about you and your goals and to share more about our unique approach to help you and your business.
Right after the meeting you will receive an invite to schedule the proposal options call. During that call we will walk you through your 3 customized pricing options, demo some of the software solutions we will be recommending, and address any questions or feedback you may have.
We instrument long term strategies that set the growth path for your business. Executing those strategies is ongoing, therefore all of our engagements are annual subscription contracts, with a 60-day notice period to cancel or update the contract.
Being a virtual firm actually makes us connect more frequently to our clients than in our past experiences in non-virtual firms.
We will spend the most of our time communicating and connecting via email, texts, phone calls, Zoom and Google Meet video calls.
Even though we are a virtual firm, from time to time we will travel out to have in person meetings with our clients based on the subscription level we agree to.