Step one
A free consultation with your CPA
Book a time that works for you and talk directly with Daniel, not a gatekeeper. We get to know your business, your goals, and where you want more support, whether that is one specific service or help across the board.
Step two
A plan built around what you need
Not every client needs the full package. Some want year-round support, others just need a tax return, cleaned-up books, payroll set up, or help choosing the right entity. We recommend what makes sense for you, and you choose the services you want.
Step three
Easy onboarding
We give you a clear list of exactly what we need for your work, nothing more. Once we have it, we get your records organized and set up properly from day one.
Step four
We do the work, year-round
Whatever you hired us for, we handle it with precision and keep you informed along the way. For bookkeeping clients, that means books kept current month to month in QuickBooks or Xero, so tax season never catches you off guard. And you can reach your CPA whenever questions come up, not just in April.
Step five
Review and plan ahead
We walk you through the finished work in plain language, whether that is a filed return, a clean set of books, or a new entity, and talk strategy for the year ahead. As your business grows, you can add or change services at any time.