Our Onboarding Process
Getting started should be simple, secure, and free of surprises. Here is what to expect.
1. Book a free discovery call
We get to know your situation, answer your questions, and present you with options and pricing.
2. Share a few details, if needed
In some cases, we may ask to review ledgers, tax transcripts, and other financial information so we can give you an accurate quote. You’ll know the price before we start.
3. Sign your engagement letter
If you would like to move forward, we send you an engagement letter that spells out the scope of work and the fee. Nothing starts until you’ve reviewed it and agreed.
4. Make your payment
One-time compliance work, such as tax preparation, is paid in full before we begin. Ongoing bookkeeping and advisory services are billed as a flat monthly fee, so there are no surprise invoices.
5. Send documents securely
We use a secure client portal for sharing documents, so your sensitive information never has to travel by regular email.
6. We get to work
Once everything is in place, we get started. If we find something outside the original scope, we’ll talk with you before doing any additional work.