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HOW WE
WORK

We don't require monthly minimums or long-term contracts. We know that business is dynamic and we are here to help navigate uncertainty, not increase risk. 

We Start with a Discovery Project

  • We learn your business

  • We discuss your goals

  • We identify unique challenges your business faces

  • We get up to speed on existing processes

  • We review your financial statements & KPIs currently used to measure business 

After Discovery

  • We agree upon the services needed and prioritize action items

  • We set a meeting & action cadence that make sense for your business

  • A typical month can consist of weekly, bi-weekly or monthly meetings based on your needs and business requirements​

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