Intro client form
Tell us about your books.
Five minutes here saves us both a call. A CPA reads every one of these and replies within one business day with a fixed monthly quote.
What happens next
Three steps, about a week.
1
We read it and reply
Within one business day you get a fixed monthly number and a short note on what we saw in your answers.
2
Thirty minute consult
A video call to walk the books, agree on scope, and answer whatever the form did not cover.
3
Onboarding
Engagement letter, read only access to your accounts, and your first month of clean statements.