The Assay AI Process
A clear path from messy books to confident decisions—built for leaders who move fast and want financial clarity without the noise.
Align your systems with your goals—and get room to lead
When your books are messy, reporting feels uncertain, or you've outgrown your current setup, it's time to regain control of your time, cash, and decisions. Our process brings structure first—then insight.
Discovery & Alignment
We listen, learn your goals, and assess your systems to define what 'excellent' looks like for your business.
Onboarding & Setup
We build a clean accounting foundation and implement smart automation so you get relevant data faster—without sacrificing accuracy.
Trusted Partnership
We operate as an extension of your team, owning the close process, reporting rhythm, and accounting operations so you can stay focused on running and growing.
Insight & Advisory
Good data enables good planning. We deliver clarity, forecasting, and strategy so cash lasts, growth stays healthy, and decisions stay confident.
Exemplary Service
Boutique attention. High standards. Clear communication. We continuously elevate your experience as your business evolves.
Excellence as a daily standard
Every part of this process is designed to give you reliable footing for the decisions ahead.
Ready to get started?
Meet with our team for a focused call where we review your setup and recommend a path forward.