Want to see if we’re a good fit?
The first step is an introductory call.
I always start with this, even if the rest of our interactions will be virtual only. I’ve found that having a conversation in real-time helps me to understand what your needs are and determine if I’m the best choice to help you.
During that call, we’ll review my fees.
I believe in transparency from the very start of a client relationship so there’s no miscommunication down the line.
Let’s choose our communication method.
Unlike most CPAs, my main form of communication is texting! That said, how you want to communicate is 100% up to you. I’m happy to connect with you through email, phone calls, or in-person meetings.
Start gathering documents – but only the ones you really need.
I’ll email you a tailored list of the exact items I need you to gather to help streamline the process.