Welcome Aboard

Here’s how we get started.

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?
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
m1 1
Kickoff Meeting
m1 2
Assigned a real person on our team
m1 3
Bank Account Setup
m1 4
Xero Setup
m1 5
Payroll Setup
m1 6
Dropbox Setup
2
m2 1
Get rid of your baggage
m2 2
Fix any messes
m2 3
Process first payroll
m2 4
Setup Payment
3
m3 1
The Fitness CPA accounting mindmap
m3 2
Your concern/pain points/top issues put on our radar
4
m4 1
Books are caught up
m4 2
Laying the financial foundation meeting
5
m5 1
Monthly financial statements delivered timely
m5 2
How it's going?
6
m6 1
Proactive tax planning
m6 2
Quarterly strategy and advisory meetings
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Have More 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!