getting started
Service agreement
Each client’s relationship begins with the Service Agreement. This legal document outlines the services and fees we intend to provide and charge. Our excellent business attorney reviews and updates our agreements annually to make any necessary adjustments. This step in the process takes as long as it takes. We don’t rush anyone to sign, and we work through all questions or revisions necessary for both parties.
new client packet
Once the service agreement details have been nailed down and fully executed, your company will be welcomed to the “office” with a new client packet. We try to keep the paperwork to a minimum, but there are some details we can only accept straight from the source, you. This packet is just a few pages and is quick to fill out if your records are on hand. If your records aren’t on hand, don’t fret! We can help you find your source documents to complete the packet accurately and timely. The sooner this packet is completed and returned, the sooner we can dive into the fun stuff!
setup completion
After the packet, we can finish setting up user profiles for our client’s accounts and files. Setting up user access is typically a very collaborative step and will require your assistance. Security is top of mind and essential, so banks and other financial institutions have implemented new security measures that can make this a lengthy process. Prioritizing this step quickly after submitting your new client packet helps us become efficient quickly.