Get To Know You: A video call to see how we can best help you.
Discover: A quick process where we gather all of your information.
Propose: Our experts outline a plan to help you and will provide you with a quote. You will be quoted a price, no hidden fees! Many accounting firms today go with a fixed fee model, but this can actually end up costing you more. We provide flexibility in rates to ensure you are only paying for the services you actually need.
Onboard: Allow us to solve all your tax problems and needs, carefree.
Educate: We want your business, but we also want you to understand what we have done for you and how we have helped.
Follow Up: We are here for you even after the work is completed, if you have any further questions or concerns we are available. You remain our client even after bills are paid.