Who We Work With - Priti Lad

Who We Work With

Who Do We Work With?

We are not ordinary accountant or bookkeeper that you know for years. Our services are unique as we focus on internal business operation and not on after the fact bookkeeping or yearend tax filing service. We take proactive approach to help you streamline process, create efficiency, implement workflow process, and much more. Since we are not ordinary accountant or bookkeeper, and therefore our services are also not for every business. We work with specific industries such as Architects, Designers, Engineers, and IT Consultants. For past two decades, myself Priti Lad and my team helps professional service firm manage their finance function and project efficiently and accurately and help partners earn higher profit margin.

a small business owner using multiple devices as she works on her online presence to grow her company

There are 3 primary objectives of our Services:

If you already have an established Professional Service firm and you want to have better control of your operation for future growth and sustainability, then our services may be for you.

We work with clients that fits following criteria:

We don’t work with:

Our Process:

Step1: Fill out contact us form.

Step2: Set-up 15 minutes discovery call to see if we are right fit for your need.

Step3: If we are right fit, we will set up 60 minutes GAP (Goal Achievement Process) meeting (zoom or in-person depends on your location)

Step4: Based on the scope the price proposal will be presented for your review and approval, if in agreement.

Step5: If proposal is accepted, the on-boarding session will be schedule for information gathering and work will commence after on-boarding session.