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Ready to unlock the full profit potential of your business

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New Plus Advisors Client
what to expect
1. Discovery

Once we review your details we'll have you hop on a call with us so we can determine if Plus Advisors is the right fit for your business needs. We'll discuss your challenges and goals, and explore how we could help.

2. Deep Dive

We’ll take a deeper dive into your pain points and goals, and show you exactly how Plus Advisors can address them. For example, we'll thoroughly review your books for accurate bank and credit card reconciliation, analyze your Profit & Loss and Balance Sheet for transaction accuracy, and assess your accounting file setup. We’ll also prepare a Profit First Instant Assessment from your financial data, offering immediate insights into your profit potential.

3. Proposal

Together we’ll work to explore the packages and pricing to match your needs. We'll do this over a zoom call to discuss timelines, requirements from your team, and next steps.

4. Kickoff

If Plus Advisors is the right answer for you, we’ll book a kickoff meeting and get right to work ensuring your goals are met and your challenges are addressed. Welcome Aboard!