New Client: Let’s Get Started!

Welcome. Help me help you!

This page is for businesses where we have met in person and are now planning to work together.

Under “New Client” on the top menu bar, I have tabs to easily help you give me some needed information. You are currently on the “New Client Overview” tab.

Below is a summary of the “Step 1” tab, “Step 2” tab, and the “Optional” tab. Please fill out the info on these additional tabs.

  • Step 01

    “Get Started” tab

    General Information.
    Fill in some basic info about you.

  • Step 02

    “Move Forward” tab

    Accounting Information.
    Fill in some important accounting info.

  • Optional

    “How to Upload Info” tab

    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.