Get Started

Get Started

Ready to get started working with us?

Here’s what it looks like.

Fill out a brief questionnaire.

After reviewing your answers, if we still agree that Numberwise is the best accounting firm for you, we’ll send you a link to book a call.

On this call we’ll discuss the objectives for your business and your future goals, as well as any struggles you are currently experiencing. Before we prescribe a solution, we need to diagnose the issues.

After our call, we’ll request to review your current accounting records and copies of your most recent tax return.

Upon our review, you’ll receive a proposal with a suitable service package for your business.

Not ready to work with us yet?

Check out our blog instead.


Most Useful Administrative Software Platforms of 2019
Our team at Numberwise uses multiple software programs. Some of those help us with our accounting clients – but we also use a lot of administrative systems to help us run our business. We love to hear what other people are using, so we thought we would share some of our administrative software stack.  AssureSign
What is a 1099-MISC?
Form 1099–MISC is used to report payments made to non-employee service providers. At the end of each year, you are required by the IRS to send a 1099-MISC to any vendor who provides you with a service and is paid more than $600 during the year. Who gets them? Anyone who performed a service for