YOU HAVE A VISION FOR YOUR BUSINESS.

We have the expertise and tools to help you achieve it.

Understanding how you will be supported is crucial to achieving your business goals.

Two women collaborating at a marble table, one pointing at a laptop while the other writes notes in a notebook.

01. ENGAGE WITH YOU

Once we review your questionnaire and determine that our services align with your goals, we'll contact you to schedule an initial consultation. This is where we ask a variety of questions to learn more about you and your business.

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02. DEVELOP YOUR PLAN

We’ll review the information you shared during our initial meeting to design a customized plan including accounting, advisory and tax services tailored to your needs and growth goals. Once developed, we’ll hold a second meeting with you to present our plan and address your questions.

Two women wearing blue jackets sit at a wooden table. One is using a laptop, and the other holds a mug. They are smiling and seem to be in conversation. The background includes a window and indoor details, suggesting an office or meeting space.

03. INTRODUCE YOUR TEAM

At FXBG Accounting & Advisory, our mission is to support you and your business for many years to come. To ensure we start off on the right foot, we’ll hold an initial 15-minute onboarding meeting with you. During this session, we’ll introduce your engagement team and discuss how we'll work together.

Group of people working together at a table with laptops, notebooks, and a whiteboard. One person is pointing at the whiteboard, another is writing on it, and others are using laptops and calculators. All wear blue uniforms.

04. KICK OFF UPFRONT ADVISORY

Prior to initiating your recurring services, we'll begin scheduling your upfront advisory sessions. Each session will be highly-detailed, customized to you and focused on one topic at a time. After each session, you'll be provided with the materials presented.

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05. LAUNCH ONGOING SERVICES

After completing your initial advisory services, we will begin executing your recurring services, including maintenance services such as bookkeeping and payroll, in addition to ongoing advisory.

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06. CONTINUE SUPPORTING YOU

Consider FXBG Accounting & Advisory your accountability partner. Throughout the year, our team will maintain routine touchpoints with you to discuss your goals and ensure you are set up to achieve them.

  • ★★★★★

    “The onboarding process was seamless and completed with ease! Every member of the FXBG Accounting & Advisory team completed their roles in a way that all onboarding transitions can take a lesson on.”

  • ★★★★★

    “In every engagement meeting, there was a clear plan, purpose and agenda for what we were intending to achieve and each time those plans and our satisfaction were met. We are just 4-months into our working relationship and we're extremely satisfied with our start and future with FXBG Accounting & Advisory!”

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