New Client Process

What to Expect When You Work With Us

You're not looking for another tax preparer. You want a strategic partner—someone who understands your business, helps you stay ahead of surprises, and guides you with clarity and confidence.

At ClearSky CPA, we work with business owners like you who are ready to stop flying blind and start making tax-smart, profit-focused decisions all year long.

Here’s how we get started:

1. A Conversation That Actually Helps

   We begin with a short, focused call—not a sales pitch.

   You’ll share what’s going on in your business right now—what’s working, what’s not, and where you want to go. We’ll listen, ask the right questions, and explore whether we’re the right fit to help.

2. Clarity, Not Guesswork

   If we both feel there’s a fit, we’ll request a few key documents—recent tax returns, basic financials, and any concerns you want to address. Then we’ll walk you through:

   • Your current tax position and missed opportunities
   • Strategic recommendations tailored to your business stage
   • How our advisory approach differs from traditional accounting
   • Investment levels for ongoing strategic partnership
   • Next steps if we're both excited to move forward

   You’ll get a clear, personalized proposal—no fluff, no jargon.

3. Strategic Onboarding

   Once you say yes, we’ll hit the ground running. You’ll receive:

   • Welcome packet with secure portal access and onboarding timeline
   • Comprehensive review of your prior-year financials and tax strategy
   • Initial strategic planning session to align on goals and priorities
   • Introduction to your dedicated advisory team
   • Clear roadmap for your first 90 days of strategic partnership

    

You've worked hard to build something great. Now it's time to make sure your numbers—and your     strategy—are working just as hard for you.

Let’s start with a simple, pressure-free conversation.

Book your introductory call or call us at (850) 275-9276.