New Client Process
As a business owner, selecting an accountant to work with is a major decision. We acknowledge that changing your accountant is hard work, and making the right decision is really important.
We expect to work with our clients for many years, and we invest heavily in developing a good working relationship with you from the very beginning.
To us, that means getting to know you, and your business, in great detail. It means understanding and addressing your most pressing issues, and then implementing a maintenance program to ensure your business hums along smoothly.
We know that providing tax advice is just a small portion of the service business owners need. At the fore-front of advice we provide is the selection, implementation, and management of cloud-based accounting and operational software.
We’re specialists in developing accounting systems that are easy to use, fast to operate, and minimize the overall costs of administering your business.
Regardless of whether your business is a startup, growing like crazy, or just puttering along, we follow this process to ensure a strong, long-term relationship.