Let’s Talk About Your Business

You’ll be meeting with our founder, Steve Koch. After you schedule your appointment, we’re going to send you a questionnaire regarding your business. We’ll also request access to your accounting software so we can review prior to the call.

Here is a little bit about what to expect during the call:

For growing businesses using QuickBooks Online:

• How to streamline your bookkeeping and reporting

• Ways to improve cash flow, pricing, and profitability

For larger enterprises and NetSuite clients:

• Your financial structure, systems, and leadership goals

• How fractional CFO or controller support could bring clarity and control

• Where strategic oversight can help you scale sustainably