FOR NOW AND WHAT'S AHEAD

Accounting doesn’t have to be complicated. With Balance and Wealth CPA, it’s virtual, seamless, and backed by real people who care. You get the best of both worlds: powerful cloud tools plus a friendly team that’s always ready to help.

Step 1: DISCOVERY CALL

We like to make sure we are a good fit for each other before we get down to the numbers.

Contact Us — Get in touch with us by completing the submission form.
Schedule a Discovery Call — We'll schedule a call (on the house) over Zoom to get to know each other better.
During the Call — We will discuss next steps and come up with a tailored plan to address your business' specific pain points.

Step 2: CUSTOMIZED SERVICES

Based on our conversation, we will come up with solutions based on your business needs.

3 Custom Solutions — We will prepare three tailored options: Starter, Growth, and VIP, within our Premium Tax Packages to cater to diverse service needs, support requirements, and budgets.
Select your Solution —Choose the package that best aligns with your business needs, ensuring you get the exact support you require.
Partnering Up — Once we are clear on the solutions to provide, you will engage us so we can get started.

Step3: EASY ONBOARDING

We are finally ready to get to work! You will be guided through our seamless onboarding process.

Welcome Email — Next steps will be listed so you know exactly what's going on.
Personalized Questionnaire — Designed to give us a comprehensive picture of your specific situation so we can better help you.
Client Portal — You will have access to your secure portal, a cloud-based software, as well as our automated and paperless processes.

HOW IT WORKS

1

Discovery Call
We like to make sure we are a good fit for each other before we get down to the numbers.

Customized Services
Based on our conversation, we will come up with solutions based on your business needs.

Easy Onboarding
We are finally ready to get to work! You will be guided through our seamless onboarding process.