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.

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