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Frequently Asked Questions:

Guides & FAQs

Client Onboarding

Step 1

Determine Solutions Required

Meet with an accounting advisor and determine your company requirements, business structure, and agree to terms.

Step 2

Determine Fee Structure and Strategy

Design your companies daily, weekly, and monthly requirements.  Customize the engagement and sign agreement.  

Step 3

Orientation and Fiscal Operations

Set up client portal and explore the company accounting files. Organize conversation and source documentation requests.  

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