Fox and Partners specializes in outsourced business services that enable businesses better understand their finances and ensure growth. It all starts with a solid relationship, effective communication, and understanding your unique needs and challenges.
Our Process
This can be grabbing a cup of coffee, grabbing a meal, taking a walk or getting on a phone call or zoom meeting. The first meeting is just a conversation, looking to find the pain points, the current needs, if we can help and if it’s the right fit. Sometimes we’re not needed quite yet so we give them some advice and our contact info and tell them we will be here when we are needed. If we are needed and the fit is right then we discuss timeline, what a monthly relationship would look like and then we send some follow up questions.
During the onboarding process, we review or set up a client’s books and make sure they are current and clean. We make sure a client has all of their files organized, digitally available and backed up. Finally we review and put into place key overhead documents and processes.
Once the client is onboarded, the business now has the proper foundation to a fixed monthly arrangement. To see what can be included in a client’s monthly arrangement, see our services page.
How we become the business side of your business
We become part of your company and fill in and coordinate any business needs your business may have. If, for example, you have a CPA, business coach or bookkeeper that you like, great! We work with those individuals to help bring you all of the business services you need at the level you deserve.
What Our Clients Have to Say
