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Starting your journey with us is simple. We’ve designed a streamlined process to get your tax and accounting needs moving quickly and securely.
Check Availability: Reach out to us at [email protected] or 503-679-1290. We will let you know our current capacity for new clients.
Onboarding: If we are moving forward, we will collect your full name and email address to send our Engagement Letter for electronic signature.
Portal & Organizer: Once signed, we will set up your secure portal and send your Electronic Organizer.
Submit Your Documents: Upload your files to the portal or drop off photocopies at our office location.
Initial Inquiry: Contact us to confirm we are currently accepting new business entities.
Formalize Collaboration: We will collect your business name and primary email to send over our Engagement Letter for e-signature. This is the first step to formalize our partnership.
System Integration: Once the letter is signed, you’ll receive your portal invite. Please grant us access to your QuickBooks Online account or upload a backup file to the portal so we can assess your financial records.
If you have questions regarding our services or what to expect, our Officer Manager, Laura Vaughn, is here to help.