Our Process
At archiCPA, we adapt to meet your firm's specific requirements. Our process begins with a thorough assessment to pinpoint your challenges and needs. Next, we smoothly onboard you onto a tailored service designed for your success. Finally, rest easy knowing your finances are in expert hands.
Seamless Process, Lasting Results
The ArchiCPA process guarantees an exceptional onboarding experience, coupled with unparalleled support from our dedicated team. We prioritize understanding your unique needs and tailoring our approach to ensure your firm's success. Leveraging cutting-edge technology, we streamline your accounting processes, providing the insights and tools necessary to drive your firm forward with precision and confidence
1.
Assessment
We start with a deep dive into your firm's current state through our intake form. This helps us craft a tailored plan designed specifically for your needs.
Onboarding
3.
Once you're on board, our seamless onboarding process integrates your firm into our practice management software, TaxDome, and our suite of recommended apps.
2.
Consultation
In our consultation, we'll explore your goals and recommend the best combination of services to set you up for success.
4.
Monthly Service
From there, we handle everything from bookkeeping to payroll, tax returns to financial advisory—ensuring you have the clarity and support you need to thrive.