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Client Assessment

Client Assessment Form

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 and schedule a call to discuss how we can help you. From there, you can have us prepare a service proposal and service agreement for your review and approval.

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!

Disclaimer: Services being offered do not require a state license.