our PROCESS
Our onboarding process is smooth, efficient, and flexible. Foreseen Sage is built around trust-fused, efficacious client relationships. If you’re interested in taking the next step, please submit our WELCOME INQUIRY.
step ONE
Read our FAQ and package options. Explore our add-on services. Do you feel like we may be a good fit?
step TWO
If you are interested in our services, please complete and submit the WELCOME INQUIRY.
step THREE
Within (2) business days of your inquiry submission, we will reach out to either (a) schedule a consult call or (b) let you know if we do not feel we can provide you with your desired services.
step FOUR
The consult call will allow us to get to know each other, and allow Foreseen Sage to prepare a contract for your review.
step FIVE
If both parties with to move forward, the monthly or one-time contract will be signed.
step SIX
Foreseen Sage will perform a comprehensive books review for every pre-existing quickbooks client, and a complete custom set-up for every new quickbooks client.
Foreseen Sage 