Step 01
Engagement
We meet to determine your company’s ERC eligibility. Our Funding Specialists examine your documents line-by-line to set you up for success. We’ll walk you through the required documents, set up your secure dashboard to provide ongoing updates, and answer all your pressing questions. This step includes these key milestones:
- Initial Zoom Call
- Eligibility and discovery
- Review our process & timeline
- Client Q&A
- Setup Account
- Client Dashboard activated
- Required documents reviewed and provided
- Engage
- Client e-Signs our contract
- Client Information Form completed by client and Funding Specialist