What it's like to work with us
No mystery, no long sales process. Here is exactly what happens from the first call to your first filing, step by step.
From the first call to your first filing
Tell us what you need
You submit a few details about your business, revenue range, and what you want from a CPA. We review the information first. If it looks like we may be able to help, we reach out and offer the right next conversation.
We look at your numbers
If it makes sense to keep going, we take a quick look at your last return, your books, and your entity setup. This is where we usually spot the first few things your old CPA missed. You get a clear picture before you commit to anything.
Onboarding
You sign a simple engagement letter that spells out the scope and the fee. We connect to your QuickBooks and payroll, get access to what we need, and clean up anything that's behind. Most onboarding wraps in the first few weeks.
The monthly rhythm
Once we're running, every month looks the same, in a good way. We close your books, send you clean financials, and meet to walk through what the numbers are telling you. No more waiting until year-end to find out where you stand.
Tax planning during the year
This is the part most firms skip. We run a projection of where your taxes are headed and build a plan to lower the bill while there's still time. Entity moves, retirement, timing, the works. You'll know the rough number months before it's due.
Filing, with no surprises
When tax time comes, there's nothing to dread. We've already done the planning, the books are clean, and the number is close to what we told you it would be. We file, you sign, done.
What to expect
Response time
We answer. Same business day for quick questions, and within two business days for anything that needs digging.
One point of contact
You're not bounced around. You always know who is handling your account.
Flat monthly fee
No meter running when you call with a question. The number is set before the work starts.