Proactive accounting from the get-go.
Our onboarding process puts you in the best position to get the most out of what we do. Once these steps are complete, you’ll see our expertise come into its own.
You complete the steps.
We start working on your goals.
This process takes 2 - 4 weeks. Once completed, we'll have everything we need to manage your accounting.
Step one.
We’ll send a Letter of Engagement. After you’ve signed it and sent it back, we’ll set you up administratively.
Step two.
You'll receive a link to our secure document sharing platform. This is where you'll upload any documents we request from you.
Step three.
You'll get an email with a list of items to upload. You'll also be asked to schedule a call with us to discuss your goals and plan out your next steps.
Step four.
In the time between portal uploads and the call, we’ll review your books.
Step five.
We'll have a call to explain your numbers and make sure you understand your tax position. We'll dig into business development discussions and explain our ongoing plans for your future. We'll have quarterly meetings thereafter.
Step six.
Time to get to the good stuff
We clean your books and get your finances in a prime position for financial strategy and forecasting information. In that time you can call us whenever you need. All communication is wrapped into our services.
Now its open road.
Everything is for the taking.
Completed everything you need to do?
Read about best practices when starting with a new accountant or hear more about the brilliant people you’ll be working with.