Hi! I’m Jodine

Let's schedule a call to get to know each other and learn about your business operations and practices. Specifically, we will discuss how you generate revenue, your recurring expenses, the software systems you use, your current needs, and your long-term goals.

By reviewing your accounting documentation, I am able to ensure my understanding is clear. This allows me to note any points of improvement to help meet your current needs, and eventually meet your long-term goals.

I will outline a solution specific to your practice or business. I will coach you through each step of the services that are to be provided, relay timelines and the most efficient methods of meeting your needs. I will also provide you with documentation, such as templates and checklists, to help keep you organized.

I will provide you with an online engagement letter at this point. This letter will outline the terms of the services, a quote on the fees, and what I will require from you. This will help us stay on the same page at all times.

I will stay in communication with you and work together to move forward and deliver what is promised to you. I believe that communication and collaboration are essential to a successful business relationship, and I am committed to working with you to achieve your goals.

I will keep you informed of changes to regulations, issues, opportunities, or better ways of doing business, as they come to my attention. I believe that communication is key to a successful business relationship, and I want to make sure that you have all the information you need to make informed decisions.