Get to know our process
From the first conversation to monthly support.
100% online, available in all 50 states. We work through video calls, the client portal, and QuickBooks so you have order, follow-up, and easy access to your information.
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First conversation
We get to know your business and what you need.
In a 20-minute call we review how you operate, what tools you use, how many accounts you manage, and what your main need is today.
You do not need to have everything organized or send documents before this conversation.
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Initial review
We understand where you are before recommending anything.
We review the state of your information, your transaction volume, and whether there is any backlog or specific need.
If you need cleanup, catch-up, QuickBooks setup, or a one-time service, we tell you before starting a monthly plan.
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Proposal and onboarding
We define the best way to work with you.
You receive a proposal based on your business’s real needs and the recommended level of support: Clarity, Control, or Direction.
When we start, we activate your client portal, request the information we need, and set up the monthly workflow.
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Monthly follow-up
Your numbers stop being something you only see at tax time.
Each month we organize and review the information your plan covers so you can understand what happened, how much your business earned, what you need to prepare, and which decisions need your attention.
In the plans with ongoing support, we also review results, cash flow, owner’s pay, reserves, and priorities.
Need something specific?
You can also work with CONTAX on specific services such as:
- Taxes
- Bookkeeping cleanup
- QuickBooks setup
- Consulting
- CONTAX® Diagnosis
Clear accounts, a safe path.
20 minutes · Free