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01

Consultation

The first thing we'll do is set up a meeting with you to talk about your requirements and goals. This could be a phone call, a video chat or walk into our office. During this meeting, we'll talk about your business, how it's doing financially, and any problems or worries you may have. We'll also answer any questions you might have about our services and explain how we work.

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02

Planning

Once we know exactly what you need, we'll make a plan that fits your needs. This plan will list the services we suggest and tell you when they will be finished. We'll also give you a clear break down of how much the services you need will cost and if there are any extra fees.

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03

Execution

Once you agree with the idea, we'll start making it happen. This could mean setting up accounting systems, making tax documents, or handling payroll, among other things. During the execution phase, we'll let you know how things are going and answer any questions you might have.

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04

Continuous Support

After we've finished the first plan, we'll keep giving you help to make sure your finances go well. This could mean having regular meetings to talk about your finances, getting information on changes to tax laws that could affect your business, or getting suggestions for new services that could help your business.

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