New Client: Let’s Get Started!

This page is for businesses where we have met & are now planning to work together.
You are currently on the “NEW CLIENT Overview” page.

(If you need to stop and come back later, hover over “PRE-CLIENT” or “NEW CLIENT” on the second menu bar to then click on the Step to go back to).

  • Step 1

    “PRE-CLIENT” page

    Get the password from me.
    Fill in some basic info about
    you if you haven’t done it yet.

  • Step 2

    “NEW CLIENT” page

    Get the password from me.
    Fill in some important accounting info.

  • Later

    “How to Upload Info” page

    Here’s quick instructions if you want to
    upload info to my secured portal.

Thank you for deciding to work with me!
Reach out if you have questions.