New Client Welcome!

Here We Go!

To get started, under “New Client” on the top menu bar,
I have tabs to easily help you give me the needed information.
(You are currently on the “‘New Client Overview” tab)

  • Step 01

    “Get Started” tab

    Fill in some basic info about you.

     

  • Step 02

    “Move Forward” tab

    Fill in some important accounting info.

     

  • Optional

    “How to Upload Info” tab

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

Thank you for deciding to work with me!
Let me know if you have questions.

Questions? Reach out to Barb