our client journey
Schedule a Discovery Call
You'll meet with your CPA for fact-establishing discussion. These conversations are confidential.
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E-Sign an Engagement Letter
A virtual agreement that outlines your CPA's promise to you.
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Make the Payment on our Website
Major credit cards and PayPal accepted. For businesses with an operating loss, please ask your CPA for flexible payment plans. We understand the importance of preserving your working capital.
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We start working
Your CPA will send you a list of needed items that will be uploaded to our secure portal. We spot-check your data and might schedule a call to confirm. Confirmation calls are always free!
We deliver
After going through our 150 point process review, we deliver drafts for your review.
We strategize and plan
3 months following the filing of your returns, we meet to discuss current financial health and optimize operations.
Congrats! You now have a personal CPA.
Go back to running your business. Feel secure and protected. Not everyone has a personal CPA.