Typical workflow for tax and accounting services is broken down into five key steps
Meet with clients to understand their financial goals, challenges, and specific accounting needs
Gather all necessary financial documents, reports, and data from the client for accurate analysis
Develop tailored tax strategies and accounting frameworks based on the client's financial situation
Execute the planned strategies, manage bookkeeping tasks, and process taxes in compliance with laws
Review financial outcomes, provide detailed reports to the client, and adjust strategies as necessary