What’s the best way to on-board a new client to your business? What we do is try and understand a few things first.  We love doing accounting and the things that aren’t necessarily core to what a company does.

So, we take on the not-so-fun stuff.

We look at these things:

  • Trying to understand the current condition of a new client’s finances.
  • Work on “cleaning up” their books.
  • Setting things up so that they can run it themselves with our oversight.
  • Training them to be self-sufficient

Every company brings on a new client in their own way.  We choose to learn about what is going on currently, evaluate and report and then customize a solution for the clients’ specific needs.