Whether you are a new or existing business we have a simple process.
PLEASE NOTE: We only have limited new client intake for each calendar month so booking early is advised.
Book a discovery call. This is a call to see if we are a good fit for each and that we can help you with our services.
You have the call, if we are a good fit we will send you a proposal or book a GLOSS meeting (for businesses) to really understand your finances.
During the GLOSS meeting, we will put together a proposal live with you. If you accept we then kickstart our services.