Accounting and Tax practices are a serious matter and decisions to hire professionals internally or externally should not be taken lightly.

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.

The InquiryProposalSet UpExecution

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. You will receive notification of a Scheduled discovery meeting with a member of our team using our online web scheduler (you will received e-mail notice), or by phone to discuss the agreement and review client needs and expectations.

B. Wells Bookkeeping & Tax, LlC will send the scope of work and agreement after discovery meeting.



Wells Bookkeeping & Tax, LlC will have the Start-up Conference Call, or meeting (please set aside 1 hour)

a. Discuss roles & communications
b. Delivery of client procedures manual (CPM)
c. Make Sure all logins and other assistive tools are working properly.



Start Processing Daily Work

  • *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.