Step-by-Step Client Onboarding Process
Consultation
Begin with a free initial consultation, where we learn about your business, financial goals, and challenges. We'll discuss your bookkeeping needs and how our services can meet them. Expect a few detailed discussions to ensure full alignment and understanding.
Proposal
After the initial consultation, we'll perform an in-depth review of your financial systems, focusing on your financial volume and year-to-date data. This review helps us create a customized proposal detailing the recommended bookkeeping services, scope, and estimated costs. We provide this review and the initial proposal free of charge to ensure alignment before any commitments.
Onboarding
Once you decide to proceed, we'll finalize our agreement and start the onboarding process. A dedicated team member will manage your account, offering personalized service. An initial meeting will introduce you to your account manager and team, who will then guide you through the setup and ensure a smooth transition to our bookkeeping services.
Request a Free Consultation!
Whether it’s staying on top of day-to-day bookkeeping, cleaning up messy records, or needing strategic financial insights through ad-hoc CFO consulting, WSC Accounting has you covered. Let us handle the details so you can focus on what truly matters—growing your business. Schedule your FREE consultation today and take the first step toward stress-free financial management!
Address
1314 E Las Olas Blvd
PMB7004
Fort Lauderdale, FL 33301
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