Oak Ledger

We know time is valuable—to respect yours, we’ll have you fill out a quick questionnaire. We’ll send you some recommendations even if we aren’t the perfect fit.

Once the questionnaire is reviewed, we’ll schedule a 30-minute introductory call to dive deep into your business and pain points to determine where we can help the most.

We do a quick review of your books to make sure our scope is properly defined.

 Once we have determined a scope and a service we will send a proposal outlining what services are best aligned to support your business

We’ll send an agreement for signature outlining the agreed proposal and fee and get to work!

The onboarding process, depending on your package, includes getting some basic information and documentation, access to the previous accounting system, access to accounts, access to relevant records, prior year tax returns, and introductions to any relevant contacts. Starting in 2024 we are excited to start onboarding with an accounting practice management software that will really streamline this process!