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Contact
Request a Consultation
Contact us today to set up a consultation with our team. We will develop a customized plan to provide you with the meaningful reporting you need to run your business. Unlock the benefits and flexibility of a virtual finance department today.
Email:
Phone:
Hours:
Monday–Thursday
9:00 am–5:30 pm EST
Friday
9:00 am–5:00 pm EST
Office:
115 South St.
Ste 2N
Oyster Bay, NY
11771
Our 3-Step Consultation Process
1
Introductory Call
Contact us to discuss your goals and budget. We will discuss your business’ priorities and draft a service plan to fit your needs.
2
Information Gathering
Complete a short form about your current setup, with details like your tax year, software, and reporting requirements to help us understand your processes.
3
Customized Proposal
Receive a proposal with services tailored to your business needs and budget.
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