1. Gather Documents

4. Online meeting 

5. File Return

2. Book an appointment

3. Upload documents

Click here to download checklist

Click here to book

Secure link will be emailed to you

Review and approve your return

Sign and file

1. Discovery

We start off the conversation by getting to know your business and financial goals.

2. Planning

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.

3. Implementation

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.