Jeff Weathers has been nominated for Insightful Accountant's 2025 Top 100 ProAdvisors

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The Process

Discovery

Discovery

Discovery

We'll learn about your specific needs and see if we're a good fit for working toether. No pressure. No judgements. This is a complimentary 15min Discovery Call to get to know each other.

Strategy

Discovery

Discovery

We'll craft a roadmap to meet your desired goals. Then we'll recommend solutions customized to your specific needs and give you up-front pricing for all our services.

Cleanup

Discovery

Cleanup

 We'll provide you with a service agreement clearly outlining our services and pricing and start the cleanup. We'll work quickly to implement your customized solutions.


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