Getting Started is All About You.

A fine-tuned onboarding process ensures a smooth transition. Here's what you can expect... 

Discovery

SHARE YOUR GOALS AND ASPIRATIONS

Hop on a call with a partner or manager to chat about what you do. We'll get into a high-level discussion about your business, your accounting processes and the technology used to power it. This is a critical conversation and our favorite part because the more we learn about the inner-workings of your business and the challenges you face, the better we can help. 

Pricing

HOW MUCH VALUE CAN WE BRING TO THE TABLE

You'll have a choice of 2 fixed fee plans to choose from that include a variety of core tax, accounting and compliance services. Most importantly, both plans include proactive tax planning which we consider key in minimizing taxes. We'll walk you through both plans to make sure they address all of the important issues and decide which one is the best fit for you.

Onboarding

LET'S GET STARTED

We have fined tuned this process and it's all about you. You'll have an onboarding specialist who's primary responsibility is to ensure that your experience is a positive one. Let us do as much of the leg work as possible in gathering the information we need while our team designs your accounting system in the background.

Let the work begin

TIME TO GET YOU BACK TO BUSINESS

We'll introduce you to your new team and teach you how to use your new accounting system and the apps that integrate with it. Our priority is to ensure that you have current financial data and if you have fallen behind, then we will get it caught up immediately. We will also implement any strategies discussed in our discovery phase. 

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