Get In Touch
100 Pine Street, Suite 1250
San Francisco, CA 94111
If you missed this step, you can book a call here.
We made it really simple to get started with us. Fill out your personal and business details with our secure form to get started.
CLIENT INTAKE FORMPlease use this secure link to sign up for the Client Portal through TaxDome and upload your last two previous tax returns, if applicable.
SIGN UP TO PORTALYou can use these instructions to add us to your QuickBooks Online. If you do not currently use QuickBooks, please go to step 4.
INSTRUCTIONS FOR QUICKBOOKSAs soon as you complete steps #1-3, we’ll be in touch to share & finalize your 3-tier pricing options. After that, we’ll be ready to kick off!
BROWSE PACKAGESThese first months are crucial. We’ll be in touch regularly to ensure we build the best foundation to success. Here’s what you can expect.
Kick Off Meeting
Set Up QuickBooks
Bank Account Setup
Payroll Setup
Fix Messy Books
Process Payroll
Set up API
Your top issues put on our radar
We’ll drive into your pain points
You’ll receive monthly insights
We’ll check in – how is it going?
Proactive tax planning
Quarterly strategy meetings
100 Pine Street, Suite 1250
San Francisco, CA 94111