Customer Onboarding with Chuck and Jean

We believe the best time to onboard new business clients is from May through November.

Why is this, and how does it benefit you?

• It takes time and attention to detail to properly assist you with bookkeeping, payroll and accounting matters. Whether it’s complete outsourcing of your accounting, or background monitoring and support services, you deserve focused attention to make sure the relationship starts out on the right path.

• When we get to know you, and the business, during the year, we are better able to assist in cash and profit planning before year-end. This also enables for better tax planning to minimize unpleasant tax surprises.

• Tax season is the time for preparing and reporting the results of the previous year. Each and every customer deserves a thorough and comprehensive preparation and review of their taxes.

• We look forward to learning more about you, and how we can work together to achieve your visions of success. We are happy to have introductory meetings with you anytime during the year, with a goal of bringing you on board in May through November.

Together, we can make a difference.

Tax and Accounting Services are Provided through Holden Moss CPAs.