Our Process
At IntegriLytics, we are proud to be seen as a trusted partner in each of our clients’ businesses. We are committed to providing personalized attention and financial services tailored to every company we work with. Many accounting services try to fit you into a box or sell you something that doesn’t truly meet your needs. We keep it simple and transparent: one straightforward hourly rate of $80, no hidden fees, and clear communication every step of the way. Here’s how we get started together.
Connect With Us
It all starts with a free 30-minute consultation via phone to discuss your needs and answer your initial questions. If it feels like a good fit for both sides, we can schedule a follow-up meeting tailored to your situation. For businesses local to one of our two office locations, we’re happy to meet at your office or an offsite, mutual location. For clients outside our area, we can meet remotely, or for more complex needs, we can travel to your location to help get everything set up efficiently.
“You don’t have to see the whole staircase, just take the first step.”
Preliminary Assessment
Our Preliminary Financial Review is a comprehensive assessment of the financial state of your business. During this session, we will review your current accounting system and examine your technology and operational setup while building on our initial consultation. We want to have a deeper conversation about your business, including what’s working well, the challenges that keep you up at night, and everything in between. Share your goals, concerns, and even the tough stuff—nothing you tell us will surprise us, and your honesty helps us provide the guidance and support you need. This is a chance to get to know you and your business better and for you to feel confident and comfortable working with us.
“The way to get started is to quit talking and begin doing.”
Your Action Plan
Once the preliminary assessment is complete, we create a report outlining the priorities we believe your business needs, based on your goals, concerns, and the insights we bring from our experience. This plan can be simple for clients who need minor adjustments or highly detailed for those requiring major overhauls, new systems, or solutions across multiple areas. After the report is prepared, we send it to you for review, and we can adjust the plan as needed, provided legal, IRS, and compliance matters are addressed first. Once the plan is finalized, we move on to the final step before implementation.
“Success is a team sport.”
Onboarding
Once you approve the plan, the next step is signing the engagement letter, which also officially confirms your chosen services. You can update your selections at any time by submitting a revised service selection form. After that, we set you up in our system and introduce all team members who will be working together, both on your side and ours, before moving forward with executing the established plan.
We’re ready, you’re ready - let’s get to work!
“You may encounter many defeats, but you must not be defeated. In fact, it may be necessary to encounter the defeats, so you can know who you are, what you can rise from, how you can still come out of it.”