Step-by-Step Onboarding Process

Step 1 — Discover Your Needs

We begin by identifying what services you need:

• Business Accounting & Payroll
• Annual Tax Services
• Personal Income Tax
• Or a combination

This helps tailor our services and scope properly.

Step 2 — Business Service Options

Depending on your business needs:

Do you need bookkeeping?
We’ll assess:

• Number of accounts to reconcile monthly
• Average monthly transaction volume

Do you need payroll?
We’ll ask:

• Pay period cadence (weekly, bi-weekly, monthly)
• Number of employees per run
• Benefit administration (401k, health benefits, etc.)

This allows us to build the correct service package for your business.

Step 3 — Initial Planning & Proposal

Once we understand your services, we will:

• ✔ Prepare a custom proposal
• ✔ Define scope, deliverables, and timing
• ✔ Review pricing and clarify expectations

Step 4 — Client Kickoff

After you sign up, we will:

• Send secure onboarding forms
• Schedule a kickoff call
• Provide access instructions for portals (documents, accounting software, pay systems)

This ensures you and your team are set up smoothly and ready.

Step 5 — Ongoing Communication

We’ll keep you updated via:

• ✔ Scheduled check-ins/events
• ✔ Secure portals for documents
• ✔ Email/text/phone communication

You’ll always know the status of your work and next steps.