Our Four-Step Process
Step 1: Book a Discovery Call
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Click the button below to schedule your free discovery call with us. This introductory meeting is a chance for us to get to know each other, learn about your organization, and gain a preliminary understanding of your accounting needs.
All appointments are held online via Zoom for your convenience.
Step 2: Assessment and Diagnosis
Following your discovery call, we’ll begin a deeper assessment of your organization’s financial landscape. We may request key documents such as:
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Prior Form 990 filings
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Most recent audit reports (if applicable)
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IRS Determination Letter
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Organizational documents (e.g., bylaws, articles of incorporation)
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Access to your current accounting software
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Other relevant financial records
This step allows us to fully understand your needs, identify potential risks or inefficiencies, and recommend the right level of service for your organization.
Step 3: Proposal & Engagement Letter
Once we complete our assessment, we will present a tailored service proposal based on your organization’s current needs. This proposal will outline:
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The recommended services
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A clear breakdown of monthly fees
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Our approach to supporting your mission
To formalize the agreement, we’ll provide an Engagement Letter that outlines the scope of work, service terms, and fees. This document ensures mutual understanding and sets the foundation for a transparent, professional partnership.
Step 4: Onboarding & Kickoff
With the Engagement Letter signed, we’ll begin onboarding to ensure a smooth and efficient start. This includes:
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Setting up secure online access to your financial systems
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Configuring client's tech stack, such as setting up accounting, payroll, and bill payment systems
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Reviewing immediate priorities and upcoming compliance deadlines
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Scheduling recurring Finance Check-In meetings between your organization and our team
This step sets the foundation for a proactive, transparent, and collaborative partnership.