Step 1: Complete the Client Information Form

To kick off our work together, we need to gather some essential information about your business. This will help us understand your unique financial situation and tailor our services to meet your needs.

• What You'll Need: Basic business details (e.g., business structure, industry, financial goals)

• Action: Fill out the Client Information Form via our secure portal. It’s quick, easy, and will ensure we’re fully prepared to assist you.

Step 2: Schedule Your Free Initial Consultation

Once we have your information, we'll schedule a one-on-one consultation with your assigned CPA or Finance Professional. This is your opportunity to discuss your specific needs, ask questions, and outline your goals.

• What You'll Do: Select a convenient date and time for your consultation.

• How It Works: Use our online calendar to choose your preferred time, or contact us directly to schedule the meeting.

Step 3: Share Relevant Documents

To ensure we have all the information we need to serve you best, we’ll ask for key financial documents such as tax returns, financial statements, and any other relevant paperwork. This step ensures we’re fully aligned with your financial situation.

• What You’ll Need: Tax returns, bank statements, accounting records, etc.

• Action: Upload your documents securely through our Client Portal.

Step 4: Review and Sign the Engagement Letter

We’ll send you an engagement letter that outlines our services, pricing, and terms of our partnership. This document ensures that we’re on the same page regarding expectations and responsibilities.

• What You'll Do: Review and electronically sign the engagement letter to confirm your agreement.

• How It Works: Our digital platform makes signing quick and easy.

Step 5: Begin Ongoing Financial Services

Once we’ve completed the paperwork, we’ll begin providing you with tailored financial services. Whether you need tax planning, bookkeeping, or business consulting, we’re here to support you every step of the way.

• What You’ll Do: Stay in touch with your CPA and keep us updated with any important financial changes.

• How It Works: We’ll proactively reach out for regular updates, financial reviews, and planning sessions.

Step 6: Access Your Secure Client Portal

Throughout our partnership, you’ll have access to your secure client portal where you can:

• Upload and download important documents

• View financial reports

• Communicate directly with your CPA

Our portal makes managing your finances simple and secure.

Step 7: Ongoing Support and Communication

We’re here to provide continuous support as your business grows. Whether you need advice on tax planning, financial strategy, or business expansion, we’ll always be available to guide you.

• What You Can Expect: Regular check-ins, financial reporting, and proactive advice tailored to your business.

• How to Reach Us: You can always contact us by phone, email, or through the client portal for any questions or concerns.

Next Steps? Let's Get Started!

We’re excited to get to work and help you achieve your business and financial goals. Begin your onboarding process by filling out the Client Information Form, or feel free to contact us if you have any questions. We look forward to working with you!

Need Help?

If you have any questions or need assistance at any point during the onboarding process, don’t hesitate to reach out. Our team is here to help make the experience as easy and efficient as possible.

• Phone: (404) 414-7903

• Email: info@aykemgroup.com

By following these simple steps, you’ll be fully onboarded and ready to benefit from the comprehensive CPA and financial services we offer. Welcome to Aykem Group, where we’re committed to helping your business thrive!