Step 1 – Needs Assessment

I need some information first. This information will allow me to learn more about your business and your needs, and which level suits your business best.

Our needs assessment does just that, and yes there are a lot of questions. Please complete the assessment with as much information as possible.

All information is confidential and never shared with anyone outside of Number Crunchers®
utton: Taxes [link to needs assessment page - taxes]

Step 2 – Complete an Initial Phone Interview

Once you fill out the assessment, I’ll look over it, and my assistant will setup a 20-minute call to discuss your assessment.During this call we’ll go over the best solution for your bookkeeping needs, and determine whether or not we’re a good fit for each other.

Step 3 – Get Started

We’ll setup an appointment to go over our “stuff it” program, our proposal, and what we need to do your bookkeeping or taxes.