Congratulations!
Your application has been approved
To begin your financial analysis:
Review the Agreement:
Read the brief agreement below for data privacy and insights.
No Payment Commitment:
Signing IS NOT a payment commitment. It’s about insights.
Add Us to QuickBooks:
Watch the 30-second video to add us for analysis.
Schedule Your Review:
After access, schedule a call to review findings and growth areas. Please allow ~5 days
for us to prepare your review.
Review Agreement
Thank you for considering our financial analysis services. By signing this agreement, you agree to the following terms:
Access to Your Software:
You allow us to access your QuickBooks and CRM software to review your financial information.
Only authorized team members will have access.
No Payment Commitment:
Signing IS NOT a payment commitment. It’s about insights.
Add Us to QuickBooks:
Watch the 30-second video to add us for analysis.
Schedule Your Review:
After access, schedule a call to review findings and growth areas. Please allow ~5 days for us to prepare your review.
Please sign and return a copy of this agreement to us to show you’re ready to get started.
Feel free to reach out if you have any questions.
Don’t worry, we will never share your details with anyone
else and we hate spam too. Privacy Policy.