Aventura, FL Accountant

Process Overview

Step 1 - Meeting Request

Fill out the form below to initiate a discovery call and one of our senior team members will be in touch with you within 1 business day.

Step 2 - Discovery call

On the discovery call we will go through your needs, challenges and discuss an action plan that addresses your tax and accounting needs.

Step 3 - Proposal

We will provide you with a monthly fixed fee proposal that addresses your needs with a monthly fixed fee quote.

Step 4 - Onboarding

Upon acceptance, one of our team members will be in touch with you to initiate the onboarding process and schedule app training.

Step 5 - Welcome Aboard

The following month you will have your trusted accounting and tax partner to assist you with your business goals on an on-going basis.

Free Consultation

Complete the form below and let us know how we can help you.

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