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Services

How Does it Work?

Are you ready?  If so, click here and let us know how we may serve you.  You may also email:  nisa@openbooksfinancial.com.

A team member will reach out so we can discuss the areas you have identified on the contact form.  This is a free 15-minute consultation in which we will outlay, in detail, your business, current processes and systems.

Ready for an engagement?  Give us one business day to create an engagement proposal that will outline services, timelines and pricing.

Upon agreement, you will sign and email the engagement proposal.  Missing anything or need further clarification?  We will modify until you are comfortable moving forward.

We’ll take it from here.  In the event we need additional information to do your books, we will reach out.

Our Areas of Focus: