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. The steps are listed below.

(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 you need to go to).

  • Step 1

    “Pre-client” page

    Fill in some basic info about
    you if you haven’t done it yet.

  • Step 2

    “New Client Get Started” page

    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!
Let me know if you have questions.