Schedule An Introductory Call: You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Understanding your Business & Finalizing Quotation: Please share your Last 2 months Bank & Credit card statements for us to give you a quote.
We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
On boarding call with Bookkeeper/Accountant: We shall give you one point of Contact who would be working as your Bookkeeper/Accountant. They will be Accessible through Zoom, Skype, WhatsApp Email and Phone
Document Submission & Quote : Send your previous year’s tax return and financial statements Via Mail.
Step 3
On boarding call with Tax Preparer & Tax Analyst: Join an onboarding call to complete the tax organizer and review financial documents.
We identify and request any missing information.
We will assist you in Quickbooks software operations. In case you are not having Quickbooks online subscription, we will support your task on Quickbooks Desktop Accountant US version.