At Accountability Services, we pride ourselves on building personal client relationships from day one.
And our A+ experience starts from the very first call – before you even become a client.
We’re grateful for the opportunity to have conversations with owners who want more out of their business.
Which is why our Discovery Meeting experience is both a meaningful exchange and one of the easiest conversations to have.
Our discovery process is a story-telling session. You share enough about you and your business to bring us closer to understanding what you’re looking for in an advisor relationship. We share the things about us that we believe will help fulfill those expectations.
This is a no-pressure, casual conversation, designed to see if we’re a great fit to partner together in pursuit of achieving your business goals.
Following the meeting, you will receive a list of critical documents we need to produce a well-scoped tax, accounting, and advisory proposal. A proposal that details the role we play, the role you (and your team) play, our suggested services, and the deliverables that come with them.
Our proposal delivery process is equally pleasant. No pushy salesperson. No pressure to sign. Simply a professional presentation of our solution to your problem.
