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:

   • Where you might be overpaying (or exposed to risk)
   • What’s missing from your current strategy
   • What kind of tax and financial guidance would actually move the needle

   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:

   • A detailed onboarding guide
   • A custom financial roadmap tailored to your business goals
   • Monthly or quarterly check-ins (depending on your package)
   • A proactive, year-round partner—not just someone you hear from in April

    

Ready to Take the Guesswork Out of Your Business Finances?

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.

A Seamless Start to Strategic Growth.