We aren’t order takers, we’re problem-solvers, so our process is high-touch.
By speaking with and walking you through each step, we’ll determine exactly what you need at this phase of your business – nothing more, nothing less.
Step 1
Reach out
Start by giving us a call or submitting our inquiry form from our Contact Us page. We’re here to listen and learn about your accounting or tax needs.
Step 2
Receive a Customized Proposal
Based on your needs, we’ll prepare a tailored proposal outlining our recommended services and pricing.
Step 3
We present the proposal that we’ll review together
We’ll explain your options, all of which are tailored to your unique needs, looming fears, and ambitions. You won’t need an accounting degree or a personality change to understand them, we’ll break it down, so everything makes sense.
We don’t do high-pressure sales because we don’t have to. The onboarding experience will inform you what it’s like to work with us.
Step 4
Meet Your Team
Once you’re ready, we’ll guide you through a simple onboarding process to gather the necessary information, set up your account and meet your team.
Step 5
Partnership Begins
With everything in place, we’ll officially start working together—providing proactive, reliable accounting and tax support you can trust.
