Our Process
Our structured process ensures your financial management is accurate, timely, and tailored to your needs. The Advantage Insights approach is designed to address your current needs and set up a system for ongoing success.
1. Assessment
Our process begins with a comprehensive review of your financial information. We prepare a detailed report that outlines the actions needed to bring your accounting up-to-date and ready for a smooth monthly closing process. This is a no-obligation service.
2. Clean-Up
Following the assessment, we address all identified issues through a clean-up project. This includes rectifying inaccuracies and organizing your financial records to ensure everything is current.
3. Onboarding
During the clean-up project, we will conduct onboarding meetings. These meetings include an overview of the clean-up steps, setting up access to your business accounts, establishing monthly accounting projects, and performing the first month-end close. This phase has a one-time invoice.
4. Monthly Client Advisory Service Package
Once the clean-up is complete, we will have a clear view of your financial needs and can offer a tailored monthly accounting package. We will determine the appropriate services for your business and provide a detailed plan along with the monthly invoice amount. This invoice will be processed each month via ACH.