Here’s how we get started.
Welcome aboard
If you're here, then you have already:
100%
Met with The Fitness CPA team and mutually agreed that it's a great business fit!
Given the team access to your books, payroll platform, and tax filings
Spoken with us about the challenges of your business and how we can help
Chosen your level of service with “The Fitness CPA”
Agreed to scope of work, and ready to start!
MISSED ONE OF THESE STEPS?
How We're Going To Work
It's All About You
It's All About You
Sure we do bookkeeping, payroll and make sure Uncle Sam is happy. But this relationship is about you. Everything we do is to keep your business running smoothly so you can focus on what you do best.
Leave It To Us
Leave It To Us
Where possible, we remove you and your team from the back office accounting stuff. Leave that to us. We'll bother you with the numbers only when it matters most.
The Clarity You Need
The Clarity You Need
You know how accounting and tax stuff is confusing? It doesn't need to be that way. We break it down into simple concepts that make everything easier to understand. We promise.
Optimized Just Right
Optimized Just Right
We might make some changes to make your number and accounting processes more effective and efficient. We get it, change is uncomfortable. Let us know if we can help explain or make the change easier on you and your team.
Value Added, Guaranteed
Value Added, Guaranteed
Once we get going, it's The Fitness CPA's job to add value to your business. That's why we started this business. So if we're ever not doing that, let us know. You have full access to directly email our firm founder any time.
Insights That Help
Insights That Help
We don't just tell you the numbers, we tell you what the numbers mean and why that might matter to your business so you can make more profitable decisions. When you're profitable, we're happy.
How We’ll Kick It Off
These first few months are crucial. We'll be in touch regularly to ensure we build the best foundation for success. Here's what you can expect:
1
Kickoff Meeting
Assigned a real person on our team
Bank Account Setup
Xero Setup
Payroll Setup
Dropbox Setup
2
Get rid of your baggage
Fix any messes
Process first payroll
Setup Payment
3
The Fitness CPA accounting mindmap
Your concern/pain points/top issues put on our radar
4
Books are caught up
Laying the financial foundation meeting
5
Monthly financial statements delivered timely
How it's going?
6
Proactive tax planning
Quarterly strategy and advisory meetings
QUESTIONS? LET'S HEAR THEM!
We handle more than the average accountant. So, don’t treat us like one! Drop us a line any time you have a question or just need a sounding board. That’s what we’re here for!