01
Book your complimentary analysis
Pick a time that works for you. In under an hour we identify your key issues and map a clear roadmap forward: no upfront cost, no obligation.
Process
From first call to engagement in three steps.
02
Submit your details
Tell us who you are and where you operate. A Green Collar CFO advisor reviews your situation and responds within one business day.
03
Book your consultation
We walk through your situation together, confirm scope, and issue a formal quote. Nothing is billed until both parties sign an engagement agreement.
Then the work begins
Onboarding runs through our shared client portal: documents, e-signature, and billing in one place. From there, your engagement runs on the cadence you chose: books maintained, filings prepared, strategy sessions held, questions answered within one business day. Engagements are month-to-month; scope changes are re-quoted, never assumed.
What we’ll need from you
- Access to your books and source records
- Your licenses and entity documents
- A point of contact
We’ll tell you exactly what to gather during onboarding, no scavenger hunts.