What to Expect

We believe in clear and open communication, so we want to start by setting expectations for our working relationship.

What to Expect When Working with Us


Regular meetings

We will schedule regular meetings with you to discuss your finances and answer any questions you have. These meetings will typically be held via Zoom, but we can also meet in person if you prefer.


A client portal

We have a secure client portal where you can access your financial documents and communicate with us. This is a convenient way to share information and keep us up-to-date on your finances.


A team of experts

We have a team of experienced accountants who are dedicated to providing you with the best possible service. We will work with you to understand your specific needs and provide you with customized solutions.


A sounding board

We are not just here to do your accounting. We are also here to help you grow your business. We will be a sounding board for your ideas and help you work through any concerns you have.


Honesty and transparency

We believe that honesty and transparency are essential for a successful working relationship. We will always be honest with you, even if it is not the easy answer.

What You Can Expect NOT to Do


Bombard you with emails

We know that you are busy, so we will only contact you when necessary. We will never send you unnecessary emails or spam.


Request a bunch of documents

We will request online access to your financial accounts so that we can access the information we need without having to bother you with paperwork.

We believe that these expectations will help us create a successful working relationship. How about a free consultation?