Step 1 — Get Things Started
We meet and get to know you, learning about your practice or business. Specifically, how
you generate revenue, what your recurring expenses are, software systems you use, your
current needs, and long term goals.

Step 2 — Gather The Details
By reviewing your tax and accounting documentation, we are able to ensure our
understanding is clear. This allows us to note any points of improvement to help meet your
current needs, and eventually meet your long term goals.

Step 3 — Customize Your Solution
Now we can outline a solution specific to your practice or business. Through this process,
we will coach you through each step of the services that are to be provided, relay time lines
and tax filing due dates, and the most efficient methods of meeting your needs. We will also
provide you with documentation, such as templates and checklists, to help keep you
organized.

Step 4 — Get Things On Paper
At this point, we will provide you with an engagement letter. This outlines the terms of the
services we will provide to you, a quote on the fees, and what we will require from you. This
helps keep us on the same page at all times.

Step 5 — Deliver
By staying in communication and working together, we move forward and deliver what is
promised to you.

Step 6 — Keep You Engaged
Communication is key. We will keep you informed of changes to tax regulations, tax issues,
opportunities, or better ways of doing business, as they come to our attention.