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1. Set up a session with our team to determine what your needs are and whether we can help and, if we can, to determine which level of service you need. We will be as flexible as possible in providing the services you need at a cost you can afford.
2. We will provide you with an Engagement Letter via Assure Sign, detailing our responsibilities, the services we will provide, and your responsibilities. This is aimed at making our relationship as effective as possible. This Engagement Letter will also detail the fees, which will be fixed and with no hidden charges. These fees will be billed to your credit card on a monthly basis.
3. We will work together to bring you onboard. It will take an estimated 4 – 8 weeks to get up and running at peak effectiveness. It’s also a “getting to know each other” period, as well as a nuts-and bolts process working toward getting the technical aspects up and running.
4. If you use Quickbooks online, grant us access. If you prefer another application, we will work with you to set up a way for us to access your accounting records via Team Viewer or another tool.
5. Share information with us via our Secure Portal. This information could be in the form of such documents as check registers, bank statements, etc. or, if you do some of your own accounting, various reports. We will determine what we need from you as we go through the setup process.
6. We use the information to prepare financial reports and/or any other services we will be providing depending on the level of service selected. Our reporting to you is shared through our Secure Portal.
7. Communication: we communicate with you via email, Skype meeting, phone and/or text message – all depending on your needs, the level of service we are providing and your communication preferences.
Our goal is to be a partner in your success!
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