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Send us an email, call us at 805-585-3800, or submit a request and we will get back to you as soon as we can.

Complete an Initial Interview

We will have some questions for you. You might think they are a lot of questions. But we want to make sure we are a good fit for you – and we would rather figure that out as soon as possible.

Some of the questions we might ask are:

What accounting system do you currently use (if any)?
How many employees do you have?
How many bank accounts do you have?
What are your long-term goals for the business?

This interview will not only allow us to get to know each other, it will also provide us with the information we need to offer up a few different service options. All of our services are priced in advance, so you will never be surprised by a bill.

Get Started

Once the On-Boarding process is complete, you will receive detailed instructions about the next steps and/or items needed from you. You tell us what method of communication works best for you and we will get started right away.

BLOGS

The Vital Signs for Your Fitness Studio: What is Fitwise 2019 and why should you attend?

The start of the new year is a great time for the fitness industry: all those New Year’s resolutions mean a lot of new customers coming in your doors. But don’t let your customers have all the fun! What are your resolutions? If you want to make more money, get more members and increase attendance,

Just Write it Off - What Can My Business Deduct?

Everyone has that neighbor. You know the one. He works in the entertainment business, so his CPA told him he can write off all his movie tickets as research expenses. “You’re not writing off your boat as a business expense?” he asks. “But didn’t we talk about business when we were out on the water

Request a Consultation

Book your free no-obligation consultation and find out how we can help your business!