We know that switching accountants can feel like a hassle—even when your current solution isn’t working. That’s why we’ve developed a streamlined onboarding process that eliminates confusion, protects continuity, and helps you get the support you need without missing a beat.
Whether you're coming from an in-house bookkeeper, a DIY setup, or a CPA who only checks in once a year, our process ensures your financial transition is smooth, secure, and stress-free.
To respect your time and determine fit, we begin with a brief online intake form. This helps us understand your needs, goals, and any urgent concerns. If we’re not the right fit, we’ll happily refer you to someone who is.
You’ll meet with Tina or a senior team member for a 60-minute virtual session to review your current accounting setup, identify pain points, and explore where our team can add value.
Before proposing services, we conduct a high-level review of your existing books, tax returns, and business structure. This allows us to flag urgent issues and tailor a realistic scope of work.
Based on our findings and your goals, we’ll present a detailed proposal outlining recommended services, starting price points, onboarding timeline, and expected outcomes.
Once you’re ready to move forward, we’ll formalize our partnership with an engagement letter that outlines deliverables, responsibilities, deadlines, and expectations.
You’ll receive a custom onboarding checklist with access to our secure client portal. We’ll request key documents, implement software connections, and begin syncing systems.
You’ll meet your dedicated support team, who will handle your day-to-day communication and execution. From there, we’ll begin delivering services, reports, and proactive guidance on schedule.
If you are a new client looking to work with us, please fill out this form to start the process.