New Client Welcome!

Here We Go!

To get started, under “New Client” on the top of the page, I have tabs to easily walk you through steps to get 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 instructions to help you 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