First, you'll pick a time in our calendar to talk. Then, we jump on a call to see if we’re a good fit. We’ll learn about your business, what drives you, your problems and your goals.
Then we send over our proposal. We don’t do “hourly”. Our agreements are broken into monthly instalments and cover everything your business needs (it's usually more than just business and personal tax).
Now, you meet the team! We’ll send you an information request to get you administratively set up. Then you’ll meet the people who will help you reach your goals!