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CPA Partners

Our Process

Our Work Process

Business Understanding

We start by learning your business and accounting needs for a tailored solution.

Scope & Agreements

Clear deliverables, timelines, and confidentiality-everything defined and documented.

Secure Data & System Access

We set up safe, seamless access to your accounting software and financial records.

Workflow & Process Documentation

Your accounting processes are mapped and roles assigned for complete transparency.

First Close &
Transition

We handle your first monthly close and review reports to ensure a smooth start.

Ongoing Support & Communication

Regular check-ins and a dedicated contact keep your accounts running smoothly

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