We greatly appreciate the details you provided.

Next Steps

If you don’t have time to spare right now, you should be receiving this important information to review prior to booking a call as an e-mailed link (If you didn’t receive the email in your inbox, please check it in your promotions tab or spam). Should you not be a fit given our current staffing, we will do our best to let you know as soon as possible. Thank you!

To see some of the things that make a mutually beneficial client-firm relationship, please see our Fit and Framework pages.

There is one more form that will help us all save time! Please click the button below if you have another few minutes to spare. Otherwise this will be sent to you to complete later. Please choose the form that best fits your needs:

Please see the intro video if you have not done so already so that we may focus our time more on your specific needs versus how we generally operate. If you cannot find the time to fit in the ten-minute video, we can cover these matters in the call if that is preferable. Of course, we can address any specific questions you may have in any case.

Our Educational Company: Accounting Play

Check out our educational company: Accounting Play

Accounting Play makes the world of accounting and finance understandable and accessible. Check out our membership siteTax Fight! AppAccounting Flashcards iOS | Android and more.