How do I get started?
To get started, we’ll collect information to build your company profile (things like your organizational structure, number of units, etc). Next, we’ll work to understand all your processes and your reporting needs (everything from payment and approval schedules to owner statements, trust accounting processes and beyond).
Want more info? We’re happy to email you a one-page guide to getting started with Proper that walks you through the first six weeks of working together. Click here to see the onboarding process.