Our Process

We believe that a structured intake process is essential for fostering strong, productive partnerships with our clients. Our step-by-step approach ensures that we fully understand your unique business requirements, objectives, and challenges from the start.

By gathering crucial information through the Needs Assessment, we can identify how our expertise aligns with your business objectives, allowing us to tailor our services to meet your specific requirements. This process not only helps us establish clear expectations, but also builds a solid foundation of trust and transparency.

Ultimately, our structured approach enables us to deliver high-level advisory services that drive meaningful growth and financial success for your business.

Complete the online needs assessment form

To make sure we’re a potential good fit for your business, we start with a simple Needs Assessment Form that you can complete and submit online. You can share some essential details about your business, such as revenue level, goals, and specific accounting needs.

Complete Needs Assessment

This step allows us to ensure our expertise aligns with your goals, so that we’re fully prepared to dive into meaningful discussions during the next step, which is a Discovery Call. Once we’ve reviewed your responses, we’ll follow up to let you know if moving forward to a Discovery Call makes sense.

Prepare for the discovery call

If the Needs Assessment confirms that we’re potentially a good fit to work together, we’ll e-mail you a link to book a Discovery Call with us at your convenience. This is our opportunity to get to know each other better and dive deeper into your unique goals and challenges.

During this call, we’ll discuss how our services can help your business thrive and make sure we’re fully aligned on your expectations. It’s a chance to start building a partnership based on mutual understanding and shared objectives.

Review & accept proposal

After the Discovery Call, we’ll craft a tailored Solutions Proposal for you. This proposal outlines a strategy that addresses your specific needs, covering everything from services and timelines to pricing.

We’ll walk you through the proposal step-by-step so you can see exactly how we plan to support your business goals. By the end, you’ll have a clear picture of how our partnership will look and the value we bring to the table.

Seamless integration for immediate impact

Once you’ve chosen to partner with us, the onboarding phase ensures a smooth transition into working together. During this step, we set the stage for your success by:

Setting Up Systems: Our team will handle the technical details, including connecting accounting platforms, streamlining workflows, and ensuring your financial systems are ready to run efficiently.
Establishing Communication: We’ll establish clear communication channels, so you know who to contact and how to reach us.
Defining Milestones: Together, we’ll outline key goals and timelines to track your progress and keep us aligned as we move forward.

With everything in place, you’ll be fully equipped to focus on growing your business, while we handle the details that drive your financial success.

Trusted by business owners like you…

“Rosalie is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rosalie for anyone who is looking for a highly invested business partner to help with accounting and any other business matters that come with being self employed.”
Julie DurigaCPA

“As an independent inventor, my business is somewhat non-standard and sometimes rather complicated... ...Without her guidance and tax planning assistance, I would have certainly paid my taxes incorrectly, and I would have paid too much. Rose gets it right. I highly recommend her for any and all kinds of challenging work in business consulting and accounting. She is efficient, utterly competent, and I'm sure will frequently save a business more than she charges for her services.”
Paul VoInventor & Product Developer

“Rose came through! She was quick to understand the scope of our company and its financial reporting requirements. Her persistence, patience and guidance provided me with the knowledge necessary to fulfill and exceed the expectations and demands in my Finance Manager position... ...Rose's coaching and tutoring gave me the confidence that I required in my new role. She was my mentor in more than just finances--she became a loyal confidante, friend and a strong, firm coach. She's one-of-a-kind!”
Bessy FarmerFinance Manager