Our process fits your needs
It's not just what we do, it's how we do it.
Streamlined efficiency
When you join Paxus as our client, our team will take you through seven steps. From your first contact with us to a long-term relationship you can count on, we’ll guide you through every step.
- Contact us for a consultation.
- Receive a detailed quote with 2-3 service tiers to choose from.
- Accept a quote that meets your needs and an engagement letter is emailed.
- Sign the engagement letter and submit 50% down payment of onboarding fee to retain your position in our queue.
- Kickoff call is scheduled.
- Onboarding process is initiated and completed. (More onboarding details below.)
- Follow-up call takes place 90 days after onboarding to determine process improvement.
Onboarding
We’ve honed our onboarding process so becoming a Paxus CPA client will be a seamless and reassuring experience. Our goal is to partner with you to help your business sustain growth and profitability. Here’s what you can expect while you’re being onboarded:
- Integration into our technology tools: Setting up your business in our tech stack, including accounting and productivity tools
- Training on Dext: Providing hands-on guidance to help you efficiently use Dext for expense management and document uploads.
- Learning your existing software systems, Key Performance Indicators (KPIs), and annual goals so we can customize our analysis to help you track your goals.
- The onboarding process can last 2-3 weeks. During this time, we will collect essential information. Receiving accurate and complete information during this time is key to a successful engagement.
Contact us now to explore how we can help your business grow and thrive.
Contact us now to explore how we can help your business grow and thrive.
