Introduction and Discovery
Typically a 30-minute consultation to uncover your accounting pain points—like disconnected systems or control gaps—and map a clear path to streamlined operations.
Implementation and Strategy
Generally a 1-hour deep-dive to blueprint your ERP or tool rollout, covering timelines, team alignment, and growth-ready workflows for seamless execution.
Support and Optimization
A 1-hour targeted session to fine-tune controls, troubleshoot hurdles, and lock in long-term efficiency for your evolving finance function.