Client Assessment

This is how the process works

We follow a logical and systematic procedure to evaluate the specific needs of our prospective clients which requires you to first fill the Client Needs Assessment Form on the right-hand side of this page. The information provided by you helps us in learning more about your organization and build your basic profile.

After assessing your responses, we will respond to you with an estimate of what your setup and monthly fees would be. Post further discussions on emails or calls, you can have us prepare a Service Agreement for your review and approval.

Once the agreement is signed by both the parties, we will share with you an Onboarding Guide which will have the details about the necessary information that we will require from you to seamlessly onboard your account.

Our aim is to structure and simplify the entire process and so we encourage you to share your valuable feedback throughout the process.

We look forward to helping you with your accounting and financial needs!

CLIENT NEEDS ASSESSMENT FORM