1. Give Us A Little Background Info
Fill in this Customer Application Form so we can get a sense of your technical environment and to see if we’ll be a good fit working together – because it’s much more collaborative than you might imagine.
2. Send Us An Example
This is the MOST important part of our intake process. We need to know what you have in mind, so we can turn it into reality. A picture really is worth a thousand words. This is your opportunity to get your Dream Report – so pretend you’ve got a magic wand, and then we’ll do our magic.
3. Schedule A Design Review
We’ll ask you all sorts of questions, probably some you didn’t expect. And we’ll confirm your definitions for each row and column – because everyone uses QuickBooks slightly differently and we don’t want to assume anything.
Schedule your free Discovery Call. (select the call type closest to your reporting needs)
4. Proposal Presentation
With all the info you’ve provided, we will create a Project Proposal with at least two different options and present it to you so you can ask questions and clarify details along the way.
5. Kick Off!
If you are clear we can provide you with the value you seek, we’ll get started! Our projects normally take 2-4 weeks depending on the complexity, and your availability to provide feedback and testing.