How We Work

Working With Business Owners and Contractors in Colorado

We have long-term relationships with many business clients in a supportive role towards their business. Thus, we work in a disciplined fashion to ensure there is a great fit with our clients. We like get you set up quickly and service you ongoing with extreme consistency and quality.

Here is how we work:

Discovery. We have an initial interview to make sure we can do business well together based on our systems, process and competencies as well as your budget and requirements.
Agreement. We sign a standard service agreement to ensure there is mutual understanding between you and our team for a successful relationship.
Onboarding. We have a checklist of items to ensure your data, systems and accounts are set up and ready for ongoing servicing.
Project management. We schedule monthly recurring tasks to ensure we meet the service agreement and provide ongoing updates, communications and execution.
Reviews. We periodically review your account and ensure we have all the information we need and continually improve our service to support your business.

Our process is managed within our own knowledge base, and we seek to be efficient so that your business runs without any disruption.

QuickBooks Online and G Suite

We work in QuickBooks Online as a core system along with G Suite to collaborate internally and with our clients for document sharing, scheduling and project management.

You can find who we work with here.

If you would like to explore working together, feel free to fill out the form below. Thank you.