WHAT WORKING WITH US LOOKS LIKE
Step 1: Initial Contact
When clients first reach out, they usually have a lot of questions:
- What services do you offer?
- Do you understand my situation?
- Am I too big or too small for your firm?
We use this initial conversation to answer those questions and determine whether there’s a potential fit on both sides. If it looks like we can help, we schedule what we call a Discovery Meeting.
Step 2: Discovery Meeting
The Discovery Meeting is where we slow things down and ask better questions. We’ll talk through:
- How you currently keep your records
- What you’re trying to achieve (personally and professionally)
- What hasn’t worked with prior accountants
- Where things feel unclear or frustrating
We want to understand the whole picture — not just your books, but how your business and personal finances interact.
- If at any point we determine we’re not a good fit, we’ll tell you directly so you can continue your search without wasting time and effort
- If we believe we can positively impact your overall financial life, we’ll move forward to the next stage
Step 3: Proposal (Within 72 Hours)
Within 72 hours of the Discovery Meeting, we’ll send a custom proposal. Our proposals are three-tiered:
- Tier 1: Tax preparation and accounting only
- Tier 2: Includes light planning and additional support
- Tier 3: Comprehensive advisory and solutions for business owners who want a higher level of involvement We encourage you to review the proposal carefully, ask questions, and compare options. We’re confident in the value we provide for the investment, and we want you to be comfortable before moving forward.
Once you sign, billing begins as outlined in your proposal.
Step 4: Onboarding
After engagement, our Client Excellence Coordinators (CEC) will guide you through onboarding. They will:
- Obtain access to your bookkeeping systems
- Collect prior-year tax returns and key documents
- Build your client profile in our system
- Assign tasks internally so work begins quickly and efficiently This step ensures nothing falls through the cracks as we get started.
Step 5: Review, Cleanup, and Next Steps
As we review your bookkeeping, tax returns, payroll, and other records, we may request additional documentation to complete the services you’ve engaged us for.
In an ideal scenario — where information is provided promptly — a small business client is:
- Fully onboarded within about a week
- Books reviewed and assessed
- Cleanup started or recommendations documented
- Ready for the next phase That next phase might include:
- Tax planning
- Entity structure discussions
- A strategic “next steps” conversation
Step 6: Ongoing Meetings & Advisory
If you’ve signed up for quarterly meetings, we can schedule those in advance or reach out when it’s time — whatever works best for you. Same goes for annual meetings.
Our meetings are not prescriptive.
We’ve learned over time that telling clients what they should need next doesn’t work. Instead, we meet you where you are.
When we sit down together, we:
- Ask more questions
- Listen closely to what’s happening in your business
- Focus on the issues that matter most right now
Sometimes the solution is an action you need to take.
Sometimes it’s work our team handles.
Sometimes it’s bringing in a specialized expert — such as a business valuation professional or financial advisor.
The Goal
No matter where you are in your journey, we work through it together — while handling your accounting and tax compliance in the background.
That way, you can spend less time on administrative work and more time:
- Running your business
- Making informed decisions
- Doing the things you actually enjoy
Ready to start? You’re welcome to select an appointment with us thru clicking here