Schedule Consulting Appointment with Alejandro Fernandez -BW-

February 2024

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March 2024

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Online
45 minutes

Our Process

Meeting 
or 
Call

During this call, we'll discuss your business needs and goals, and answer any questions you may have about our services.

Understand 
Your Current
Situation

Dive deep into your business operations and challenges

​ Goals 

Define specific  Accounting  goals

​Explore 
Solutions

Discuss how our services can be tailored to provide a seamless solution that aligns with your objectives.

​Questions

Address any concerns and provide clarity on how we can transform your business processes

​Audit

This step includes a review/audit of your financial records, as well as an assessment of your business's growth potential and financial management needs.

​Proposal

This proposal will be tailored to your specific needs and goals, and will include a clear and transparent pricing structure. Including extra services needed like AP/AR, Payroll, etc.

​Onboarding

Setting up your Accounting App, adjust your chart of account, gathering any additional financial information we may need, and establishing clear communication channels between you and Us.


Your privacy is paramount to us. We assure you that the information provided will be kept confidential and used solely for the purpose of scheduling your consultation