Our Advisors Got Your Books. Now You Get Out There and Grow!
You didn't sign up for this adventure to track finances and monitor spreadsheets. So let us give you your freedom back to go out there and impact your community, your industry, and the world. Our advisors will make sure you have the info you need to make the best financial decisions along your journey.
HOW OUR PROCESS WORKS
Needs Assessment With Advisor
Regardless if you are starting a new business, transferring your services, or just need us to clean up a bookkeeping mess, we've got you covered. Our process first starts off with a complimentary needs assessment to identify your overall service needs. After that is complete, your onboarding consultant will set your company up on our platform, and assign you with your dedicated advisor. It is that easy!
Connect Your Accounts
After your account is set up on our platform, its time for us to get to work. We start by connecting your financial accounts to our accounting platform, Xero. No need to worry, every platform we use has bank-level encryption and security! Linking your accounts up helps your dedicated advisor receive your transactions automatically in real-time. Need help with this? Don't worry your account manager is here to assist you in any way they can.
Get Out & Grow Your Business
Now that all that hard stuff is done, it's time for you to get back to doing what you do best! Your advisor will be there to guide you through your financial business decisions every step of the way. In addition, each month you will receive detailed reports, based on the prior month's info, such as your profit and loss statement and a scorecard highlighting your overall financial performance.
What are you waiting for? Let's get started!
Sign up and schedule your complimentary needs assessment. Once you experience the Archuleta Advisors way, you would have wished you had done it sooner!