Seven steps, in this order, every time.
Nothing begins until scope, responsibilities and fees are in writing. You should know exactly what happens after you contact the firm.
Identify the need and deadline
We determine whether the matter involves recurring accounting, CFO support, tax preparation, an examination, or a collection action — and whether a response date is already running.
Complete a guided intake
A short form gathers the entity, agency, tax-year, financial and deadline information we need to assess the matter. No sensitive documents at this stage.
Securely exchange documents
Returns, notices, payroll records and financial statements move into ClientHub, not email and not the public contact form.
Assess the records and exposure
We identify what is missing, what is time-sensitive, what the realistic exposure looks like, and which next steps are available.
Define the engagement
Scope, responsibilities, fees, communication channels and expected timing are documented in an engagement letter before work begins.
Perform, review, and communicate
The accounting, tax, advisory or representation work is completed and reviewed, with documented status updates in ClientHub.
Deliver and plan forward
We deliver the completed work, explain the result in plain terms, and identify the ongoing accounting or planning that keeps it from recurring.
Scope, fees and communication in writing before work begins
An engagement letter confirms what the firm will do, what the client is responsible for, how fees are structured, and how information will be exchanged.