Starting with a new accountant marks a powerful step in your business. You can expect rock-solid financial foundations and smarter decision-making to push your business toward its goals.
At Sundack, we go all-in for our clients. It means there are also a few things we expect from you to ensure our partnership is as successful as possible.
Open communication
We’ll always be transparent and tell it how it is. We want you to do the same.
Keep us in the loop with everything that’s going on – big and small. We’re here to get you to where you want to go, but if there’s something we don’t know, we can’t help you with it.
Reach out as often as you need
We have an “open door” attitude to communication, telling our clients to ping us as often as they can to involve us in their journey. It’s how we’re able to provide the best guidance for your business.
Remember, everything is wrapped into our services: emails, phone calls, meetings. We’ll never hit a timer when you call, so you don’t have to worry about being hit with an unexpected bill.
Provide information when we need it
You’ll get the most out of our partnership if you stick to deadlines and respond to our emails in a timely manner.
Email is the best way to reach us and we’ll respond the same day. If you need to talk about something that can’t be accomplished via email, you have access to our calendars to book a meeting.
Trust our advice
We’re here to apply our expertise in a way that cultivates confidence and makes you feel excited about the future. Our partnership will be at its most successful when you follow our guidance.
If you have any questions, come to us. Don’t search for an answer on Google or TikTok. We’re here to be your straight-shooting, personal counsel.
Get financial expertise that guarantees peace of mind.
The best time to start is today. A solid accountant will make you feel confident your finances are in good shape while you’re hustling to build your legacy.
If you’re looking for a no-bullsh*t CPA, get in touch with us at Sundack. Let’s chat about how we can keep you on track while you do what you do best.
