- About us
It’s the communication with you that makes things happen. Have conversations with us about your business. Ask us questions! We’re here to help.
We’ll have a 30 minute meeting to talk about us and talk about you. We will discuss our cloud accounting software and our proven process.
We will review your recent financial statements and tax return. We determine your fixed monthly pricing which includes our 90 Day Guarantee.
We will schedule a transition meeting to setup and integrate all cloud accounting applications and establish document workflow. Together, we will identify your financial deliverables.
Your dedicated account manager will be in touch with you to begin the onboarding process.
– Marcia O’Connor The O’Connor Group
You’ll have access to all of our account managers when working with us. Our team uses Teams and Zoom to collaborate with each other and with you. We’re easily accessible and respond quickly when you need us.