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Ready to get started working with us?

Here’s what our process looks like.

STEP 1
Fill out a brief questionnaire.
STEP 1
STEP 2
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.
STEP 2
STEP 3
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.
STEP 3
STEP 4
After our call, we’ll request to review your current accounting records and copies of your most recent tax return.
STEP 4
STEP 5
Upon our review, you’ll receive a proposal with a suitable service package for your business.
STEP 5
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From a client...

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