Get Started
Ready to get started working with us?
Here’s what our process looks like.
Fill out a brief questionnaire or book a meeting.
After reviewing your answers, if we believe 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.
From a client...
