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Our Process

How Our Dedicated Team Approach Supports Your Business

At Accounting Plus, you’ll have three dedicated professionals working together to support your business: a Client Accounting Manager (CAM) who handles your accounting and payroll, a Client Controller who oversees taxes, tax planning, and financial statement review, and a Client CFO who provides business advisory support. By coordinating your accounting, tax, and financial guidance, your dedicated team helps keep your financial work organized, your information accurate, and your business better prepared for the decisions ahead.

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Let's Get to Business

Every business needs a strong financial foundation, but not every business needs the same level of support. That’s why Accounting Plus offers three service plans designed to meet businesses at different stages.

Business Essentials keeps your accounting and taxes organized and on track. Business Premier adds more proactive tax planning and regular financial review. Business Elite provides deeper analysis, benchmarking, and strategic guidance from your Client CFO.

Explore our plans to see which level of support best fits your business today.

Your Business Deserves a
Dedicated Team

With our dedicated team approach, you’ll have a group of financial professionals working collaboratively to support every aspect of your business. From accounting and payroll to tax strategy, your team provides comprehensive solutions tailored to your unique needs. Experience the peace of mind that comes from knowing your finances are in expert hands and having trusted partners by your side. 

How We Work

What to expect when partnering with us

Start
1. Discovery Call

We begin with a no-obligation conversation to learn about your business, understand what is working and what is not, and determine whether Accounting Plus may be a good fit.

2. Consultation & Proposal

If it makes sense to continue, we’ll take a closer look at your current needs and explain the Accounting Plus plan we recommend. You’ll receive a detailed proposal outlining the services, pricing, and next steps.

Week 1
3. Kickoff

Once you are ready to begin, we’ll introduce you to the team guiding your implementation and future services, explain the technology and systems you’ll use, and gather the information needed to get started.

Week 2 - 4
4. Financial Foundation Review and Setup

Our team reviews your existing accounting, tax, reporting, and workflow processes, identifies gaps or concerns, and establishes the foundation for your ongoing services. The scope of this work depends on the services included in your relationship.

Week 5 - 6
5. Ongoing Dedicated Team Support

After implementation, your dedicated team moves into the regular service rhythm included in your plan. Your team works together to manage recurring responsibilities, keep you informed, and provide the appropriate level of accounting, tax, and business guidance.

Ready to experience the
Accounting Plus difference?

Schedule a free discovery call to tell us about your business, learn more about our dedicated team approach, and determine whether Accounting Plus is the right fit for your needs.