✅ Thank You — You're Booked!
What Happens Next:
📂 1. Upload Your Documents
Use your secure client portal (pop-up available on every page) to upload all necessary tax, bookkeeping, or business documents.
Need help? Just send me a text or email if you're unsure what to upload.
🗓 2. Confirm Your Project Start Date
Check your email for your calendar confirmation.
If you need to adjust your project start date, contact me as soon as possible — I’m flexible whenever I can be!
📬 3. Watch for Updates
Once I review your documents, I’ll send you a project confirmation and keep you updated as I work.
You can always check your portal for secure messages, document requests, or status updates.
🎯 Final Note:
Thank you for trusting me with your project!
I truly appreciate your business and look forward to working together.
Need to start a new project?
👉 Click here to schedule and get started!