Advisory Client Process
Step One: Send inquiry through website/phone call
Step Two: Receive more information
Step Three: Schedule introduction call
Step Four: Schedule proposal call
Step Five: Receive proposal
Step Six: Review and accept proposal
Step Seven: Begin onboarding
Clients We Work With
We work with clients in all industries. Our typical client is a business owner who need advisory services and/or bookkeeping in addition to the annual tax filings.
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Here are some industries we work with frequently: Construction, pharmacies, real estate, restaurant, professional services and more!
Your Advisory Team
With Sweeten CPA, you get more than one CPA, you get a full team that can support all your tax needs. We work like a beehive to create a cohesive experience.
We're all here for you!
Your Assigned Team
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Tax Advisor
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Tax Drafter
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Bookkeeper
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Bookkeeping Team Lead
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Tax Advisor's Executive Assistant
Support Departments
eFile
Admin
Billing
