For this year’s retreat, we put our spreadsheets away and headed to the state where everything’s bigger: TEXAS! After countless online meetings, gathering face-to-face was a breath of fresh air (even if the Texas heat had us sweatin’ like a glass of sweet tea in August). Team members traveled in from every corner of the…
We’re waiving our onboarding fee! Our hands-on onboarding process includes a detailed kick-off meeting, weekly check-ins for 8-10 weeks, account setup, records review, audit-ready workbooks, and seamless transition to our Client Services Team.
Don’t miss this exclusive offer!
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