New Client Timeline
Congratulations, you’ve just made the decision to hire an accountant, woohoo! Before our team can dive in and really get to work, we will need complete a few onboarding items first. We try to keep the process as simple and unobtrusive to your business as possible. To give you a better feel for what’s to come, take a look at the our onboarding timeline below.
If you have any questions on the following documentation, please do not hesitate to reach out to us directly.
What to Expect as a New Client
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.
Submit a Proposal RequestWe 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 ProposalOur 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.
Kick Back & Relax While We Get Hard to WorkWe’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.