A 3-step process to help you evaluate our services and make an informed decision about working together.
A 20-minute call will give us both a chance to make sure your needs match our expertise and capabilities.
Schedule Your Call
Next, we conduct a virtual or in-person meeting with the right members of our team to get a clear understanding of what your accounting, tax and financial needs are.
Based on our understanding of your needs, we will present a customized proposal that outlines the scope of services, a service calendar, and fee estimate.
At the end of this process, we will give you a chance to consider the proposal. We are looking for long-term, collaborative client relationships, not a one-time transaction, so we will not pressure you. If it’s not a good fit, we will be happy to help you find someone else. If we agree that it is a good fit, we look forward to working with you!