Get Started
Interested in working with us?
How to Get Started
We only take on clients we're a great fit for
We might be 100% AI, but that doesn't mean we'll take anyone and everyone as a client.
Please complete our 5-minute discovery form so we can review whether we're a good fit for you and vice versa.
If not, we'll recommend other accountancy practices that may be a better fit for you.
If we are a good fit, great! We'll send you a proposal of how we can serve you best and the associated costs.
You can see the rest of the process below.
Next Steps
Complete this form to tell us about you and what you are looking for.
If we feel we're a good fit for you, we'll share a proposal.
01 Complete our Discovery Form
If you are happy with our proposal, you'll eSign it, and be asked to complete our Client Onboarding checklist.
02 Agree Proposal
You'll follow our client onboarding checklist, step-by-step, providing us the information we need to complete Anti-Money-Laundering (AML) checks, Know Your Customer (KYC) and get you set up to begin receiving our services.
03 Complete Client Onboarding checklist
You'll get the details of our team and how to get the best out of them so they help you achieve your goals and overcome your biggest challenges.
04 Work with Our Team
My mission is making sure every client feels supported, understood, and ahead of the curve. Because when you feel truly cared for, the numbers become more than compliance — they become clarity.
Client Success Manager