Our Process
Soaring Together
Soaring Together
Client Journey
CHIRPS CLIENT PATH
Discover
Get to know Katlyn Alyssa Inc. and us get to know you through a Discovery Call.
Proposal
After our Discovery Call, KAI will draft an initial proposal for your review. We work hourly if the books require a catch up service, then a fixed monthly rate once the books are caught up.
Onboarding
We keep the onboarding process simple and direct. We start with the formal stuff - agreement, payment authorization, and business information then we move onto the fun stage where we introduce you to your designated bookkeeper and start the initial review into your books.
Deliver
The last and reoccurring stage in the client path is Deliver. This is where we complete your bookkeeping as laid out in your terms of agreement, over and over again - hopefully for a very long time!
Ready To Simplify Your Business?
Let’s do it!