Here is what you can expect when you start a conversation with Fiscal Partners:
The first step is as simple as contacting us now by completing the form at the bottom of this page to request your free consultation.
Working with you, we will execute a Non Disclosure Agreement (“NDA”) to give you piece of mind when sharing your confidential information.
We will then ask you to complete a quick New Client Questionnaire to let us know a little more about you, what you are looking for, and the pain points or services that you want to address.
If you have an existing accounting system, we will ask for access to your records and will review your financial records to provide a scoping document with our findings/recommendations/proposal.
We do all of this at NO CHARGE.
You have nothing to lose, and either way you will receive a 3rd party assessment on the current state of your accounting records.