Process

Working with a CPA doesn’t have to be complicated. Here’s how we make it simple and transparent:

Scope Out the Services You Need

We start with a quick discovery call to understand your business, your goals, and where you need support. Whether it’s bookkeeping, payroll, tax prep, or cash flow planning, we’ll map out the services that will make the biggest impact.

Present Three Bundled-Package Options

Instead of a one-size-fits-all solution, we create three package options for you to choose from — each designed around a different level of support:

• Essential → Core compliance (bookkeeping + tax return)

• Growth → Adds quarterly planning, reporting, and more frequent touchpoints

• Partner → A full outsourced finance department, including AR/AP, payroll, and forecasting

This way, you choose the level of involvement and investment that fits your business today — and you can always scale up as your needs grow.