Accountable Resources is dedicated to helping small business owners and high net worth individuals grow their companies and wealth through effective financial management. We are champions of small business and love helping others achieve their dreams.
How to Get Started
Schedule an Intro Call
Before we enter into a working relationship, we want to get to know you and your business and give you the time to get to know us. During this short 30 minute call, we'll discuss the current state of your business and your books and create a rough outline of the scope of your needs and how we can meet those needs.
Complete a Diagnostic Review
After our call, we'll schedule an in-depth 2-hour evaluation. During this appointment, we'll complete an assessment of your existing accounting system, determine if your accounts are properly reconciled, and verify that your figures are accurate. We will also walk through your accounting workflow and discuss any pain points or challenges that you are currently facing in your business.
Diagnostic Report and Proposal
From the information that we gather during the Diagnostic Review, we will create a Diagnostic Report, which we will go over with you along with our proposal for next steps. Our recommendations will include service package and pricing options for you to consider.