YOU HAVE A VISION FOR YOUR BUSINESS.
We have the expertise and tools to help you achieve it.
Understanding how you will be supported is crucial to achieving your business goals.
01. ENGAGE WITH YOU
Once we review your questionnaire and determine that our services align with your goals, we'll contact you to schedule an initial consultation. This is where we ask a variety of questions to learn more about you and your business.
02. DEVELOP YOUR PLAN
We’ll review the information you shared during our initial meeting to design a customized plan including accounting, advisory and tax services tailored to your needs and growth goals. Once developed, we’ll hold a second meeting with you to present our plan and address your questions.
03. INTRODUCE YOUR TEAM
At FXBG Accounting & Advisory, our mission is to support you and your business for many years to come. To ensure we start off on the right foot, we’ll hold an initial 15-minute onboarding meeting with you. During this session, we’ll introduce your engagement team and discuss how we'll work together.
04. KICK OFF UPFRONT ADVISORY
Prior to initiating your recurring services, we'll begin scheduling your upfront advisory sessions. Each session will be highly-detailed, customized to you and focused on one topic at a time. After each session, you'll be provided with the materials presented.
05. LAUNCH ONGOING SERVICES
After completing your initial advisory services, we will begin executing your recurring services, including maintenance services such as bookkeeping and payroll, in addition to ongoing advisory.
06. CONTINUE SUPPORTING YOU
Consider FXBG Accounting & Advisory your accountability partner. Throughout the year, our team will maintain routine touchpoints with you to discuss your goals and ensure you are set up to achieve them.