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
We take care of the books, payroll, and taxes so you can focus on what you do best.
Leave It To Us
Leave It To Us
We keep you and your team out of the accounting weeds. We’ll bring you in when the numbers really matter.
Clarity, Not Confusion
Clarity, Not Confusion
Accounting and taxes can be confusing. We break things down simply so it all makes sense.
Optimized Just Right
Optimized Just Right
We’ll fine-tune your numbers and systems to be more efficient. We’ll guide you through it every step of the way.
Value Added, Guaranteed
Value Added, Guaranteed
Our goal is to make your business better. If we’re not adding value, tell us.
Insights That Drive Profit
Insights That Drive Profit
We don’t just show you the numbers. We tell you what they mean and why they matter.
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!