Onboarding timeline

From first records to final sign-off

01

Gather documentation

You share the records, statements, and prior returns we need. We confirm the list with you so nothing important is missed.

02

Initial review call

We walk through your records and questions in plain language. You leave knowing what is complete, what is outstanding, and what comes next.

03

Filing preparation

We prepare your return or ledgers and check each figure against your documents. We flag anything that needs your decision before anything is filed.

04

Wrap-up and sign-off

We review the final package with you, answer remaining questions, and confirm the filing or reporting steps. Direct contact stays open afterward.

Working arrangements

Seasonal filings or ongoing monthly accounting

Seasonal

Seasonal tax preparation

A defined engagement for an individual or household return. We collect documents, prepare the filing, and review it with you before submission. Ideal when your needs are tied to a tax deadline.

Ongoing

Monthly financial record maintenance

A recurring arrangement for organizations that need bookkeeping kept current. We reconcile records each month, explain what the figures mean, and keep your year-end preparation on track.