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Our team will spend two full days — over 20 hours of onsite work time — with you and your staff to uncover inefficiencies, identify opportunities, and resolve key financial issues affecting your business.
From process development and cleanup to hands-on budgeting, we're here to become your trusted financial partner.
How It Works – In 4 Simple Steps
Step 1
Submit the form below in order to schedule a free 15-minute consultation
Step 2
A longer meeting will be set to coordinate arrival/departure and outline our detailed daily agenda.
Step 3
Onsite occurs
Step 4
Post-onsite documentation, follow-up work, and finalization of processes/scope are provided by the Excellent team.
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