The Process

Success - Growth - clearity - Empowerment

All Comes with Knowing Your Numbers

let’s make this easy

  • Plumb Financial

    Virtual Consultation

    A quick conversation for us to learn more about each other. The goal here is for us to help you decide if we are a good fit.

  • Plumb Financial

    Review

    Lets take a quick look to see what we are getting ourselves into. Verify what services will provide value and provide an accurate estimate.

  • Plumb Financial

    Implementation

    Clean up, set up, and take over on QuickBooks. Collaboration on getting started, access, and procedures.

  • Plumb Financial

    Teamwork

    Monthly on-going support. Think of us as part of the team now. We are here to help!