Work With Us
We’re so glad you’re here.
Our firm works with clients who are looking for ongoing support, clarity, and a proactive approach to their bookkeeping and taxes. To ensure we’re able to serve you well, we ask all prospective clients to complete a brief application before scheduling a consultation.
What to Expect:
02
Complete the Client Application
The application will ask for basic contact information, details about your business or personal tax situation, and what kind of support you’re looking for.03
Application Review
Once submitted, our team will review your application. You can expect to hear from us by email within 2 business days with next steps.01
Review Pricing & Services
Before submitting the application, you’ll have the opportunity to review our pricing and service offerings so there are no surprises.04
Next Steps
If we’re aligned, we’ll schedule a consultation and/or move forward with onboarding.Click below to begin the Client Application. We look forward to learning more about you.