Getting you released.
Step 1: Once all of the necessary documents in place, we can inform your current accountant that you’ll be leaving. Depending on the circumstances, you may want to contact them first on your own or we can communicate directly with them. Once you give us authorization, we will write a clearance letter requesting the materials they have on file for you.
Step 2: Upon receiving the letter, your former accountant should respond with formal acknowledgement that they know no reasons why we should not accept the engagement and include all the requested financial information. These documents are then stored at our office in preparation for work on your accounts.
After these tasks have been taken care of, we’ll guide you through the last few minor details. At this point, you may want to join our Facebook networking group and arrange membership with our Business Growth Club. It’s that simple!