Our Process
The Clevr Approach to Financial Excellence
01
Start a conversation
Let’s get to know each other by scheduling a free exploratory call. We’ll get to know your business better, and explore whether we’re the right fit for one another.
02
Kicking things off
Onboarding can be a little scary, but we’ll handle the process from A-Z for you. Now’s when things really take off: we start handling your day-to-day accounting so you can focus on growing your business.
03
Checking up
Our goal is to continually make improvements to our process to best meet your company’s needs. Over the first few months we’ll check up regularly to ensure you are fully comfortable with the new setup, and make any necessary tweaks to make sure things are as efficient and lean as possible.