We help our clients realize their most important goals. With years of experience and unmatched credentials, Beyond Accounting & Tax is uniquely equipped to make a significant and lasting impact on clients’ lives.
We know our clients’ needs are always changing, so we continually seek new and improved ways to serve them.
You will hop on a 30 - 45-minute strategy session with one of our team members to assess your situation and needs. You will work one-on-one with a single point of contact to determine which one of our services are right or you.
We kick off every engagement with a brief meeting to review what you can expect over the next few weeks and months to come. You will receive a welcome email, onboarding checklist and invitation to set up a profile in our secure client portal. Your account manager will help guide you through this process to keep you on the right track.
Once we have collected all the information we need and are moving in the right direction, we get together to perform a comprehensive review of the status of our engagement. We make sure progress is being made and expectations are being met. And if changes need to be made, we can do that too.
We will meet on a regular basis to review the status of your engagement and all things relevent to ensure you are acheiving the goals we help you put in place.
