Our process
Six steps from first conversation to steady financial ground.
No mystery, no drawn-out sales process. Here is exactly how an engagement begins and what happens at each stage.
01
Complete the Financial Readiness Review
A short intake that captures the industry, size, platform, and the concern actually driving the call. Nothing sensitive is requested at this stage.
02
Schedule a focused conversation
A discovery call to walk through where the business stands, what has been handled, and what has been deferred.
03
Securely provide requested information
Access to bookkeeping files and prior filings is exchanged through the secure client portal — never by public form or open email.
04
Receive a recommended scope
A written recommendation covering the work required, the cadence, the reporting produced, and the investment. Cleanup is scoped separately from ongoing work.
05
Complete digital engagement and onboarding
Engagement letter, e-signature, platform access, and an onboarding checklist with clear owners and dates.
06
Begin recurring reporting, planning, and communication
Monthly reporting, planning checkpoints, and a standing line of communication. You always know what is needed, what is underway, and what happens next.
What to expect
Four things we commit to before you commit to anything.
You will not be asked for sensitive data in a form
Identification numbers, bank credentials, and tax documents are exchanged only through the secure client portal.
Cleanup is priced separately
If prior periods need correction, that work is scoped and quoted on its own so ongoing fees stay predictable.
You will know the cost before work begins
Scope, cadence, deliverables, and investment are in writing before an engagement letter is signed.
Communication has an owner
Every engagement has a named point of contact and an expected response window.
Security
Sensitive information travels one way only.
Tax records are among the most sensitive documents a business holds. Every document exchange happens inside the secure client portal — never through website forms, text messages, or unencrypted email.
If you are ever asked for sensitive information outside the portal, stop and call the office directly at (864) 707-2330.
Next step
Ready for step one?
A short set of questions about the business, the platform, and the concern driving the call. No documents, no sensitive information — just enough to make the first conversation useful.
Or call (864) 707-2330 — Monday–Friday, 9:00 AM – 5:00 PM