1. Gather Documents
4. Online meeting
5. File Return
2. Book an appointment
3. Upload documents
Click here to download checklist
Secure link will be emailed to you
Review and approve your return
Sign and file
We start off the conversation by getting to know your business and financial goals.
Next we will discuss your current accounting processes and identify areas that can be improved using cloud-based tools. A fixed monthly fee will be determined based on this assessment.
We will set up your new tools and teach you how to use them efficiently. We will provide unlimited support to make sure you understand the new process.