Kickstarting Your Journey with Us 🌱
🎉 Welcome! Here's How to Get Started:
🖥️ Create Your Account in TaxDome: Begin by setting up your account on TaxDome, our secure platform for managing financial information using the Signup button on the Digisist website.
✏️ Complete Our New Client Questionnaire: Fill out our comprehensive questionnaire to give us insight into your specific needs and preferences.
📞 Schedule a Discovery Call: The first major step is to schedule a discovery call with our team. During this call, we'll discuss your requirements in depth, including account access and secure file management.
🧹 Clean-Up Process: After the discovery call, we start with the clean-up of your current books. This step is crucial for ensuring that your financial records are accurate and up-to-date.
📈 Review and Monthly Bookkeeping Proposal: Post clean-up, we'll review the work completed and present you with a monthly bookkeeping package tailored to your business's ongoing needs.
📋 Service Selection: You can choose from a range of services like bookkeeping, payroll, sales tax, business formation, and more, to tailor our services to your specific requirements.
📚 Guided Onboarding Experience
Our team will guide you through each step, ensuring a smooth onboarding experience and making the process seamless.
✅ Our Commitment to You
Our goal is to thoroughly understand your needs and set up a foundation for your business's success. From the initial discovery call to establishing regular bookkeeping, we're here to streamline your financial management and support your business's growth.