New Client Process

WHAT TO EXPECT WHEN YOU WORK WITH US

You've built something worth protecting. Now it's time to make sure your tax strategy and financial structure are working as hard as you are.

At ClearSky CPA, we partner with growth-focused business owners who are ready to move from reactive tax preparation to proactive, year-round strategy.

Here's our process:

1. Complimentary Discovery Call

   We start with a brief conversation (15-20 minutes) to understand your business and goals. You'll share where you are now and where you want to go. We'll explain our advisory approach and determine if there's a good fit.

2. Comprehensive Tax & Business Consultation

   If we're aligned, the next step is a deep-dive diagnostic ($1,000) of your tax and business structure:

   • Review your most recent tax returns (personal and business) and current financial statements
   • Analyze your Trifecta structure (how money flows through your entities and investments)
   • Identify immediate tax savings opportunities and structural inefficiencies
   • Recommend strategic improvements tailored to your business stage and goals
   • Deliver a written summary with findings, action items, and service tier recommendations

   Value Guarantee: If we don't identify at least $1,000 in potential tax savings, you receive a full refund.

   At this point, you decide whether to move forward with ongoing advisory services. There's no obligation to continue.

3. Implementation & Onboarding

   Once you select your service tier and sign your engagement agreement, we begin strategic onboarding:

   • Secure portal setup and welcome materials
   • Strategic planning session with goal alignment and initial roadmap
   • Access to Value Builder assessments to benchmark your business, financial and personal readiness
   • Clear priorities for your first 90 days together

    

Ready to go deeper? Higher tiers add hands-on guided assessments, KPI tracking, tax structure optimization, and exit readiness planning, so you're not just saving on taxes, you're building a business that's ready to sell when you are.

Your business deserves a CPA who thinks like a strategist, not just a calculator.

Ready to see what's possible?