How it Works
Our process: Schedule Your Free Call, Join Review Meeting, Review Your Proposal and Enjoy Onboarding Time.
Getting Started is Easy...
1. We Learn About You
We start with a free consult call to better understand your business. Let's find the best time to discuss how My Unique CPA can help you.
2. Review Your Proposal
We'll suggest ways to improve your processes, software, and systems based on our assessment. If you accept our proposal, we'll start!
3. Enjoy Onboarding Time
We'll introduce you to your dedicated financial expert. They'll answer your questions, provide reports and help you keep track of your money.
4. We get your books up-to-date
While it depends on how many months of bookkeeping you need completed, it typically takes our team 2-4 weeks. We are only able to complete historical bookkeeping for the year(s)