Share Your Information
- Contact details
- Business information, if applicable
- Services of interest
- Current financial or tax concerns
- Existing accounting software, where relevant
- Additional questions or priorities
HOW WE WORK
A Clear Process. A Better Experience.
Working with NetFintax starts with understanding your needs. From the first consultation to ongoing accounting, tax, and business support, we follow a structured process designed to keep communication clear and your financial information organized.
Getting started with NetFintax.
Whether you need monthly bookkeeping, tax guidance, payroll support, or help starting a business, our process begins with learning about your situation and identifying the appropriate next steps.
- Step 1
Tell Us About Your Needs
Complete our Free Consultation form and share information about your business, financial situation, and the services you're interested in.
- Step 2
We Review Your Information
Our team reviews your submission to better understand your needs, current challenges, and the scope of potential services.
- Step 3
Discuss Your Options
We discuss relevant services, required information, pricing considerations, and expectations for working together.
- Step 4
Get Started
Once the scope and engagement terms are agreed upon, we guide you through the applicable onboarding requirements and begin the agreed services.
- Step 5
Stay Informed
Depending on your engagement, we provide updates, request information when needed, and communicate about ongoing accounting, tax, or business matters.
It starts with understanding you.
The consultation is free and does not create a paid engagement.
What Happens Next?
NetFintax reviews the information and follows up to discuss the request and appropriate next steps.
We review your needs before recommending services.
Business & Financial Background
- Business activities
- Current accounting processes
- Existing financial records
- Relevant tax considerations
- Payroll or employee-related requirements, if applicable
Current Challenges
- Incomplete bookkeeping
- Unreconciled accounts
- Tax preparation questions
- Payroll administration needs
- Financial reporting concerns
- Business formation requirements
Service Requirements
- Type of assistance needed
- Frequency of support
- Available financial information
- Complexity of the work
- Relevant deadlines
The information we review depends on the service requested, and additional documents may be needed.
Services based on your actual needs.
Explore the services that may be relevant before you begin an engagement.
Business AccountingBookkeeping, reconciliation, financial reporting, and historical cleanup.Tax AdvisoryTax guidance, planning considerations, and understanding tax obligations.Financial AdvisoryCash flow management, budgeting, forecasting, and financial analysis.Payroll & HRPayroll administration, payroll tax considerations, and employee record organization.Business SetupBusiness formation guidance, EIN assistance, and initial accounting and tax setup.
Services are discussed based on individual circumstances and the agreed scope.
Understand the scope before getting started.
- Service ScopeIdentify the services and responsibilities included in the proposed engagement.
- PricingDiscuss the applicable subscription plan, service fees, or customized pricing based on the work required.
- Required InformationExplain which documents, records, and business information may be needed.
- Engagement TermsReview the applicable agreement, responsibilities, and payment arrangements before work begins.
- Getting StartedOnce the engagement is confirmed, proceed with the appropriate onboarding steps.
Premium
$149/month
- Monthly bookkeeping
- Financial statements
- Setup fee waived
Platinum
$299/month
- Everything in Premium
- Dedicated account manager
- Setup fee waived
- Free QuickBooks/Xero, subject to the published plan terms
Enterprise
$499/month
- Everything in Platinum
- Budgeting and forecasting
- Federal, state, and sales tax filing, subject to the published plan terms
Not every service is included in a monthly plan, and plan inclusions and final scope are subject to confirmation. The Pricing page is the source of truth for plan features, billing options, and current prices.
Preparing for a smooth start.
What new clients may need to provide. Requirements vary by service.
Business Information
- Legal business name
- Business structure
- Business contact details
- Relevant tax identification information, when necessary
Financial Records
- Existing accounting records
- Bank and credit card statements
- Income and expense documentation
- Prior financial reports, where relevant
Tax Information
- Relevant prior-year tax documents
- Applicable tax notices
- Filing information needed for the agreed service
Payroll Information
- Employee payroll information, if applicable
- Existing payroll records
- Relevant employer registration information
Accounting Systems
- Current bookkeeping software
- Existing financial workflows
- Applicable access permissions or exports
Please don't send sensitive records through the consultation form. Tax IDs, bank statements, and similar documents are collected only through an appropriate secure process after engagement arrangements are established.
Clear communication throughout our work.
How services may be delivered after onboarding, depending on your agreed scope.
For Monthly Bookkeeping
- Review financial transactions
- Categorize income and expenses
- Reconcile applicable accounts
- Prepare agreed financial reports
- Request clarification when needed
For Tax Services
- Review relevant tax information
- Identify missing documentation
- Discuss applicable tax considerations
- Prepare agreed deliverables within the engagement scope
For Payroll Services
- Review payroll information
- Support agreed payroll activities
- Address relevant reporting and recordkeeping needs
- Coordinate necessary client information
For Advisory Services
- Review relevant financial information
- Discuss findings and planning considerations
- Explain potential options
- Identify practical next steps
Communication expectations
- Explain when additional information is required
- Keep clients informed about material issues
- Clarify questions related to agreed services
- Discuss changes to the scope of work when necessary
Response times and delivery schedules are not guaranteed unless they are part of confirmed service terms.
A successful engagement is a shared effort.
A few simple things help us do our best work for you.
- Provide Accurate InformationShare complete and accurate information relevant to the requested services.
- Submit Documents on TimeProvide required records within agreed timeframes.
- Respond to QuestionsClarify transactions, financial records, or business details when necessary.
- Review Important InformationReview financial reports, tax information, or other deliverables as requested.
- Communicate ChangesInform NetFintax about significant business or financial changes that may affect the engagement.
Clear expectations from the beginning.
- Transparent CommunicationWe aim to explain services, information requirements, and relevant next steps clearly.
- Organized ProcessesWe emphasize structured workflows and consistent financial recordkeeping.
- Practical GuidanceWe focus on helping clients understand accounting, tax, and business matters.
- Respect for Your InformationWe recognize the importance of handling financial and business information responsibly.
- Services Aligned with Your NeedsWe discuss the scope of assistance based on the client's situation and engagement requirements.
Frequently asked questions
How do I get started with NetFintax?
Complete the Free Consultation form with details about your business and the services you're interested in. We review it and follow up to discuss your needs and next steps.
Is the initial consultation free?
Yes. The consultation is free and does not create a paid engagement. Paid services begin only after the scope and engagement terms are agreed upon.
What happens after I submit the consultation form?
A NetFintax team member reviews your answers and follows up to discuss your request and appropriate next steps. We can't commit to a specific response time on this page.
What information should I prepare before the consultation?
A general description of your business, the services you're interested in, your current accounting software, and any questions or deadlines are helpful. Please don't include Social Security numbers, bank account numbers, or passwords in the form.
How does NetFintax determine which services I need?
We review your situation, including your business activities, current challenges, the type and frequency of support you want, and relevant deadlines, and then discuss services that may fit.
Do I need accounting software before getting started?
Not necessarily. If you use software such as QuickBooks or Xero, we'll ask about it. If you don't, we can discuss options during the consultation.
Can NetFintax help if my bookkeeping is behind?
Yes. Historical cleanup is available. Timelines and fees depend on the condition of your records and the scope of work, and cleanup may be priced separately from ongoing bookkeeping.
How long does the onboarding process take?
It depends on the services, the information needed, and how quickly records are provided. We don't promise a set onboarding duration, but we'll explain what's needed for your engagement.
Can I change or add services later?
Generally, yes. Changes to your scope of work are discussed and agreed upon before they take effect, and may affect pricing.
How will NetFintax communicate with me during the engagement?
We keep you informed about information we need, material issues, and any changes to the scope. The specific communication arrangements are confirmed as part of your engagement.
Ready to Take the Next Step?
Tell us about your financial or business needs. We'll review your information and discuss the services and next steps that may be appropriate for your situation.
Please note: This page describes our general process. The free consultation does not create a paid engagement; services begin only after the scope and engagement terms are agreed upon. Specific timelines, response times, and deliverables are not guaranteed unless included in confirmed service terms.