How to Get Started

Getting support is simple. Here’s a quick look at how we begin and how your team gets the relief it needs.

1. Schedule a Discovery Meeting (Zoom/call)

We talk through your workflow, project load, and where support would bring the most clarity and relief.

Prefer to skip a meeting?

Download the Client Intake Form and send your details directly. I’ll review and follow up with next steps.

2. Walk Me Through Your Process

You share your billing cycle, deadlines, tools, and how your team currently works. I follow your existing system.

3. Set Up Access

Secure access is arranged. If needed, I join briefly for onboarding or training so everything starts smoothly.

4. Establish the Monthly Rhythm

We define a clear cadence for billing, coding, and financial tasks so everyone knows what to expect.

5. Ongoing Monthly Support

I take on the agreed tasks and keep your billing, coding, and admin work steady, accurate, and on time.

6. Simple, Clear Communication

You receive updates and check-ins so your team always knows what’s happening and what’s coming up next.

AEC Billing Support & On-Demand Project Accounting.