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Here's the path after you complete your booking:

Receive emails with
reminder 📧

NDA sent for
your peace
of mind 📃

We'll request to access your accounting file 🔑

You'll attend the
Free consultation via Zoom 

After your free consultation here's what we plan to do next:

sent to your email

You'll select an option & e-sign to accept


We send you an invite to our  online portal   (1 - 2 business days later)

You'll login to the portal to see next steps 💻

In the portal, you can communicate with us securely, send us messages, upload files, and see the first To Do's on your list which will be:

1. Book your OnBoarding Meetings

Login to the portal to see next steps

Login to the portal to see next steps

2. Upload  information

3. Ask us any questions

4. Get excited!

Wahoo! At this point you should be celebrating a big win!


You just signed up for expert help with the right company. 

Oh the places you will go.

It's time for a happy dance!

Let's do this.



Question: How do I send in my information before, during, and after I sign up?


You'll be given 3 ways to securely send us information.

1)  🔗  You can upload files to us anytime using our secure share link here. This link is on our website and in our email signatures for your convenience.

2)  💻  Once you accept an agreement and become a client, you can then upload information and communicate with us via the secure client portal. The invite to this system is sent 1 to 2 business days after you sign up for service. 

3)  📧  You'll be given a custom email forwarding address that you can use to securely forward us receipts, bills, invoices, insurance paperwork, statements, questions, random tax letters, or whatever you think might be relevant for us to see. You can do this right from your email when you're a client.

We get it, sometimes you just want to delegate something by forwarding it straight from your email without having to go login into a portal or download and upload things to a link.

The custom email address we'll give you during onboarding is gonna make that possible, and make your life a lot easier.

Send it and forget it. We'll follow up with you later in the portal once we review the files. 

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