Launch our Relationship - First, we meet, get to know you, and learn about your business or practice.  (e.g. how you generate revenue, what are your recurring expenses, your processes, software systems you use, number and type of staff, etc.)

   Gather the Details - Second, to clarify our understanding, we gather the details.  We will review your tax and accounting documentation to ensure our understanding is clear, and note any points of improvement that will benefit you.

  Get it Down on Paper - Third, now that we have an understanding of your situation, the amount of work involved, and an understanding of your business - we can provide you with an engagement letter that outlines the services to be provided by us, what is required from you, and the fee.

   Customize the Solution - Based on the information acquired from steps 1 through 3 above, we will provide you with a customized solution for your unique situation. For example, if we provide monthly bookkeeping services to your business, we will create a bookkeeping checklist that will outline what documents to prepare for us on a monthly basis.  This will ensure that your bookkeeping documentation is always organized and complete.  In addition, we will also provide you with any templates we feel will help keep your bookkeeping processes organized.

   Deliver - By working together and staying in communication, we move forward and deliver what is promised to you.

  Keep you Engaged - We will keep you informed throughout our relationship of changes to regulations, tax issues, or ideas we feel may help your business, as they come to our attention.