Schedule your free 20‑minute HealthCall to discuss your needs, timelines, and next steps. All new engagements begin with this call.

​

​

How Scheduling Works

To maintain the highest standards of accuracy and compliance, the firm accepts a limited number of new engagements each month. Start dates are capacity‑managed and confirmed on a first‑ready, first‑scheduled basis.

​​

1. Choose Your Preferred Start Date
Select the earliest date you would like your services to begin. This helps us plan your onboarding efficiently and ensure your work is completed on time.

​

2. Submit Any Upcoming Deadlines
If you have grant reporting, audits, payroll issues, tax filings, or other compliance deadlines, please list them. Time‑sensitive engagements may receive priority scheduling when appropriate.

​

3. Start Date Confirmation
Your start date is finalized once all required documents are submitted and the engagement letter is executed. If your preferred date is full, you will be offered the next available onboarding window.

​

4. Capacity‑Based Scheduling
Cleanup and monthly accounting openings fill quickly. Selecting your preferred date early helps secure your place in the upcoming onboarding cycle.