CLIENT ASSESSMENT


Here’s How this Works…

Start by completing the Client Needs Assessment Form on this page. We will use this information to learn more about your company and establish the basic profile for your account.

We will review your responses quickly and email you an estimate of what your setup and monthly fees would look like. From there, you can have us prepare a Service Agreement for your review and approval, or you can schedule a call with us first. 

After signing the agreement, we will send you an Onboarding Guide that includes a short list of the information we will need to easily and painlessly onboard your account. 

Our goal is to make this transition as simple as possible, so we welcome your feedback throughout the process.

We look forward to helping you with your accounting needs!

 

CLIENT NEEDS ASSESSMENT FORM

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(bank + credit cards + ecommerce transactions)