Our Process
How It Works
Getting expert financial support shouldn't be complicated. Our three-step process gets you matched and productive fast.
Tell Us What You Need
Share your accounting tasks, the tools you use (QuickBooks, Xero, NetSuite, Oracle Fusion, SAP, etc.), your industry, and the level of support you're looking for. This takes less than 5 minutes.
What Happens
Get Expertly Matched
Our team reviews your requirements and handpicks a Virtual Professional from our pre-screened talent pool. We make sure the match works in practice, not just on paper.
What Happens
Start Delegating
Onboard your new VP, set expectations, and hand off your financial tasks. Your VP works within your existing tools and adapts to your current workflow.
What Happens
Questions
Frequently Asked Questions
Most clients are matched within 3–5 business days of submitting their requirements.
We offer a replacement guarantee. If your VP isn't the right fit, we'll find you a better match at no additional cost.
Our VPs are experienced with QuickBooks Online, Xero, NetSuite, Oracle Fusion, SAP, SAP HANA, Sage, Wave, FreshBooks, Microsoft Excel, Google Sheets, and more.
We offer flexible terms. Fixed plans can be monthly or annual. The Freedom Formula is scoped per engagement.
Ready to Get Started?
Tell us what you need and we’ll have your match ready within days.