For that cause, Wells Bookkeeping & Tax, llc has a four (4) step process for getting services started.
The process is simple & gives you the opportunity to learn our methods and understand your needs.
A. Complete the Intake Form
B. Meet with one of our sales professionals to review your accounting/payroll needs.
C. WB&T will send you a Confidential Disclosure Agreement (CDA), while requesting a copy of your accounting files
You might want to Register to the File Exchange Portal as WB&T no longer uses fax
A. Schedule a discovery meeting. with a member of our team using our online web scheduler (you will received e-mail notice), or by email to discuss the agreement and review client needs and expectations.
B. Wells Bookkeeping & Tax, LLC will send scope of work and agreement after discovery meeting.
a. Discuss roles & communications
b. Delivery of client procedures manual (CPM)
c. Make Sure all logins and other assistive tools are working properly.
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- *Wells Bookkeeping & Tax, LLC believes in tooling each client to make informed business decisions.
- *We treat each client like a partner where our success is the result our client’s success.
By now you should fully understand our methods and we completely understand your expectations.