1
Strategy Call
We start with a 30-minute strategy call to understand your business: how many locations, which services you need, what systems you use, and what's costing you the most time and money right now.
2
2-Week Onboarding
We set up read-only access to your POS, bank accounts, vendor portals, and lottery/fuel systems. We learn your vendor relationships, billing cycles, and reconciliation requirements. No disruption to your daily operations.
3
Daily Reconciliation Begins
By Day 15, your dedicated team starts reconciling every revenue stream every 24 hours. POS data, cash deposits, credit card settlements, vendor invoices, lottery, and fuel — all cross-referenced daily.
4
Morning Reports
You receive clear, actionable daily reports by morning. Green means clean. Red means action needed. Exceptions include specific transactions, shifts, dollar amounts, and recommended actions. Your monthly close shrinks from 14+ days to under 3.
The entire onboarding process is designed to be zero-disruption. We don't change your systems, replace your software, or ask your staff to do anything differently. We layer a reconciliation process on top of your existing operations — verifying, cross-referencing, and flagging discrepancies every day.
Most operators see their first full daily report within three weeks of signing up. By the end of the first month, you'll wonder how you ever managed without it. And because there are no contracts, you can cancel anytime — though in our experience, once owners see daily reconciliation in action, they never go back to monthly.
