What’s Next?

Here’s a step-by-step process to start your membership.

Step #1

Book a Demo

If you haven’t already done so, schedule your free consultation here to speak with a specialist from our team who can answer any questions you may have about our services and work with you on a curated strategy for creating financial clarity inside your business.

Step #2

Become a Member

Once you’ve worked through steps #1 and #2, you are officially ready to fill out the New Member form. This simple form allows you the opportunity to specify your membership and discount selections as well as serves as the official step to start our services.


Yup, that’s it.

Once we’ve received your New Member form, an Onboard Specialist from our team will reach out to you to with next steps. Now, simply sit back and relax. We’ll take care of the bookkeeping from here on out.