Our Process


You’ll hop on a call with a On-Boarding Manager to chat about what you do. We’ll get into a high level discussion of your accounting processes such as invoicing and expense tracking and ensure we address all the tax compliance needs. Feel free to ask us any tax questions on your mind!


You’ll have a choice of 4 fixed price plans to choose from that include all your year-end tax and compliance documents. Your On-Boarding manager will walk you through the packages to make sure they address all the important issues and see which one is the best fit.

Kick Off

If you’ve found a package that works for you, you’ll head to your kick-off call where we’ll set up the systems, wrap up the admin, and introduce you to your team!

The Work Begins

We’ll teach you how to use all your new apps, and we’ll work together to develop a workflow that makes sense. You’ll have unlimited access to your accounting team using your preferred contact methods.

We price every customer individually

If you’d like to chat about how we can help, please click below