OUR COMMITMENT
MISSION:
To be the most impactful business decision your company has ever made.
PURPOSE:
To drive pure profits for technology companies that are in the seven to eight-figure range.
OUR GOAL:
To work with business owners who value profitability and who we can build a fulfilling partnership with.
OUR GUARANTEE
During our initial virtual meeting, we will guide you through the process of building a financial engine that can drive profits for your business. We will answer any questions you may have and ensure that you have a clear understanding of the services we provide.
At the end of this meeting, we promise to respect your position as a business owner and provide you with the time you need to evaluate whether or not we are the right fit for your company. We will not pressure you to make any decisions. We believe that it's crucial for both parties to be in agreement on the approach, commitment, and execution because successful business partnerships require the right fit.
SECURITY AND TRANSPARENCY
Transparency and security are of the utmost importance to us as hands-on money managers. We work with Chase Bank because they have the most advanced banking management system available. Their Access Manager feature gives us access to your bank accounts with multiple layers of security, which we will work together with you to ensure your comfort. Transactions occur in real-time, and you can view your account activity online at any time.
Our preferred accounting software is Quickbooks Online. Because it is cloud-based, you have access to it anytime, anywhere. It is crucial to us that you have access to your accounting software and can view and access any information you need for your comfort. We accomplish this by giving you viewing access only, which allows you to see all transactions and reports, but prevents you from altering any data. This safety measure is in place to protect the data's accuracy, which is paramount to us. We both need to have peace of mind and confidence in our security measures.