OUR PROCESS
Transitioning to digital accounting services is a swift and straightforward process. Here at SST, we adhere to an effortless three-step onboarding procedure:
Step 1: Technology Audit & Customization
In the initial phase of our partnership, we will assess your existing processes, procedures and systems to pinpoint potential improvements and evaluate the suitability of cloud-based platforms for your organization. Our goal is to tailor each system to your needs for enhanced efficiency, smoother workflow and improved internal controls.
Step 2: Establish a Virtual Environment
To boost efficiency and deliver cost-effective solutions to our clients, our team operates within a virtual environment. Throughout the onboarding phase, we will work with you to establish the project management logistics and a reporting schedule that aligns to your needs.
Step 3: Determine Additional Needs
Occasionally, your organization may recognize the need for services that go beyond our monthly accounting and advisory offerings. As a comprehensive CPA firm, SST can offer your organization additional services such as audit liaison and tax compliance.