Our Process

Comprehensive Client Onboarding, Business Strategy & High Value Return

Discovery- We have a meeting to learn what you are looking to achieve, your goals, what’s important to you, etc. Then we discuss what you think is missing from your business and what your current CPA is not doing for you.

Expectations- We lay out how our firm can meet you and your business’s expectations. We discuss how we can help you and what a CPA can do to add value to your business.

Planning & Dates- We plan out a strategy, put together expected delivery dates, and what we will need from you.

Collaborate- Now it is time for us to begin our journey together. We encourage interaction with our clients, we want to speak with you throughout the year to know how you and your business are doing. We encourage clients to ask questions, read our newsletters and follow Natalie on Social Media to stay on top of current content and trends in the business and tax industry.

Schedule Your Client Appointment
You may schedule your phone, Zoom, or in person client appointment with Natalie here. Please note during tax season all appointments must be scheduled or cancelled at least 48 hours in advance. If you are new to our firm, please give us a call prior to scheduling an appointment. Thank you and we look forward to meeting with you.

For a Professional Exploratory Call, Contact Us Now