What to Expect as a New Client #
Congratulations on deciding to hire an accountant—woohoo! Before our team can dive in and get to work, we need to complete a few onboarding items. We strive to keep the process as simple and unobtrusive to your business as possible. To give you a better idea of what to expect, check out our onboarding timeline below
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Schedule a Free Consultation
We don’t charge any fees for an initial consultation as we believe it’s important that we provide a risk-free opportunity for us to connect.
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Request a Quote for Services
We will conduct a preliminary review of your books and provide recommendations and proposed services that align with the needs of your company. -
Sign & Accept Your Proposal
Our goals is to ensure that we tailor our services to the needs of your business, and not to the needs of our own. It’s really that simple; the more your business succeeds, the better chance our business has to succeeds in tow. -
Provide Access & Information
Over the next few days we will guide you though the steps to quickly and painlessly get your accounts set up and running with Salt & Main Accounting Co.
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Kick Back & Relax While We Get Hard to Work
We’re going to spend the next couple of weeks getting your accounts caught-up, set-up, and doing whatever it takes to make sure your books are lookin’ clean!
And That’s It! #
Following your onboarding events you will continue to work one-on-one with your individual Account Manager who will be your single point of contact for all services provided and will be available to support all of your accounting service needs.