Get Your Business Structurally and Tax-Ready From Day One

Working with us follows a structured process designed to get your business organized, compliant, and fully understood from the start. Below is exactly what to expect.

Step 1: Discovery Call (HERE)

This is not a sales call. It’s a working conversation.

During this call, we:

Understand your business and current situation
Identify pain points and gaps
Discuss accounting systems and recordkeeping
Review opportunities for improvement
Determine what level of work is required

For business clients, we also begin outlining:

Who is handling bookkeeping (you, prior bookkeeper, or us)
How records are currently maintained
What systems are in place (or missing)

At the end of the call, we’ll have a clear direction on next steps.

Step 2: Client Onboarding (TaxDome Portal)

After the call, you will receive an invitation to TaxDome.

This is where onboarding officially begins.

Inside the portal, you will:

Sign your engagement agreement
Receive a checklist of required items
Upload documents and provide access
Communicate securely with our team
Submit your initial deposit

Typical access requests include:

QuickBooks Online (or other accounting system)
Bank and credit card access
Prior tax returns and financial records

This step sets the foundation for all work moving forward.

Step 3: File Setup & Organization

We create a structured file system for your business using Box.

This is where:

All business records are organized
Workpapers are maintained
Documentation is stored long-term

For personal tax matters, document exchange and communication remain inside TaxDome.

Step 4: Initial Review (Recorded + Delivered to You)

Once access is provided and onboarding is complete, we begin our initial review.

This includes:

Reviewing your books and records
Identifying errors, gaps, or inconsistencies
Evaluating tax positioning and structure

We record this review and send it to you.

Why we do this:

You see exactly what we see
You can process complex information on your own time
It eliminates unnecessary meetings

If needed, we schedule follow-up calls to go deeper on specific topics.

Step 5: Engagement Work Begins

After the initial review, we move into active work.

This may include:

Bookkeeping cleanup or setup
Tax review and planning
System improvements
Ongoing advisory

We use:

UltraTax CS for tax preparation
Internal AI tools to improve accuracy and efficiency

Billing Structure (Clear Expectations)

We operate on a prepaid model.

Initial onboarding deposit: covers setup, access, and initial review
Ongoing work is billed against prepaid time

Typical onboarding ranges:

$1,000 – $3,000 depending on complexity

Rates:

Bookkeeping work: billed at a lower rate $200
Tax and advisory services: $330/hour

As time is used, additional deposits are requested as needed.

This ensures:

No surprises
Work progresses without delays
Clear alignment on scope and cost

How We Communicate

Detailed topics are often delivered via recorded videos
Follow-up meetings are used only when necessary
Most communication and document exchange happens through email, TaxDome, and Box

This keeps things efficient and avoids unnecessary back-and-forth.

Experience

Combined, our team brings over four decades of experience in accounting and tax.

Our onboarding process is designed to:

Identify issues early
Build a clean foundation
Give you clarity from the start

Ready to Get Started?

Book a 15-minute discovery call and we’ll help you figure out the right next steps.