New Client Packet

Welcome!

WE’re glad you’re here!

take a minute to run through the new client packet to your right. You may have already done some or all of this.

Virtual Coffee

Hey there! I’m Megan and I use she/her pronouns.  What are yours? This first meeting gives us an opportunity to get to know each other as humans a little bit. It also gives us an opportunity to go through your needs and how we can address them. No tax or accounting advice will be given during this meeting. You will receive a link to schedule your meeting after completing your Introductory Survey.

Introductory Survey

There’s always a first step. Around here, that’s usually with providing information. This  Introductory Survey will do just that – it tells me some of the basics about you and your tax and accounting needs. This helps me prepare for our first meeting to have solutions and a process mapped out for you.

Consent to Disclosure

I talk about this a lot: if you work with another professional, be it an attorney, financial advisory, another accounting professional, or someone else entirely, I will need you to give express written permission to be able to do so. You can click this text to complete any Consents to Disclosure that are necessary.

Moxo - Secure Client Portal

You’ll hear me say it time and again: email isn’t secure. We use Moxo for secure file sharing. You can learn more about our conversation based portal at this introduction to Moxo.

Depending on what we’re working on together, I may use a few other systems, including Cognito Forms, to request information from you. All of these are secure, encrypted, and come straight to me.

Accounting Software Access

If you own a business, it’s inevitable that you’ll use accounting software to record your financial activity. The links below will take you to instructions on sharing your cloud accounting with me. Don’t use one of these systems? Let me know and we’ll talk about it.

FreshBooks – be sure to select the Accountant user type.

Xero – be sure to selet the Advisor role.

Quickbooks Online – you’ll need to add me as an Accountant user, not a regular user.

Welcome!

WE’re glad you’re here!

take a minute to run through the new client packet to your right. You may have already done some or all of this.

Virtual Coffee

Hey there! I’m Megan and I use she/her pronouns.  What are yours? This first meeting gives us an opportunity to get to know each other as humans a little bit. It also gives us an opportunity to go through your needs and how we can address them. No tax or accounting advice will be given during this meeting. You will receive a link to schedule your meeting after completing your Introductory Survey.

Introductory Survey

There’s always a first step. Around here, that’s usually with providing information. This  Introductory Survey will do just that – it tells me some of the basics about you and your tax and accounting needs. This helps me prepare for our first meeting to have solutions and a process mapped out for you.

Consent to Disclosure

I talk about this a lot: if you work with another professional, be it an attorney, financial advisory, another accounting professional, or someone else entirely, I will need you to give express written permission to be able to do so. You can head here to complete any Consents to Disclosure that are necessary. It’s pretty mobile friendly, but might be more comfortable at a computer.

Moxo - Secure Client Portal

You’ll hear me say it time and again: email isn’t secure. We use Moxo for secure file sharing. You can learn more about our conversation based portal at this introduction to Moxo.

 

Depending on what we’re working on together, I may use a few other systems, including Cognito Forms and Xero, to request information from you. All of these are secure, encrypted, and come straight to me.

Accounting Software Access

If you own a business, it’s inevitable that you’ll use accounting software to record your financial activity. The links below will take you to instructions on sharing your cloud accounting with me. Don’t use one of these systems? Let me know and we’ll talk about it.

FreshBooks – be sure to select the Accountant user type.

Xero – be sure to selet the Advisor role.

Quickbooks Online – you’ll need to add me as an Accountant user, not a regular user.

tag with flower

New Client FAQ

Pricing

Every tax return, advisory package, accounting set up, projection, or other service is priced specifically to and for you. I know you’re here to learn what it might be like to work together, so, I’ve outlined some pricing for you below. Prices below are minimums are subject to change without notice.

Individual Tax Returns

Individual Tax Prep (1040, Sch A, Sch B, Sch D, EIC) $700-$1000+

Individual Tax Returns + Sch C or Sch E

Individual Business Owner (Sch C/Sch E filer) Tax Prep $1030-$1750+

Entity Tax Returns

Entity (1120-S/1065, 1120, 1041) $1,300+

Advisory Services

We know there’s much more to taxes than tax returns. There’s projections, strategy, and all of the underlying accounting that has to be done to get to those projections and strategy. Advisory packages and services are offered to you on an as-needed basis.

Accounting Tour

Lean into your business’s finances and unlock your inner accountant. Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going. Along the way, you’ll also learn about the little details that accounting for modern small businesses easier than ever before. Click here to learn more.

tag with flower

New Client FAQ

Pricing

Every tax return, advisory package, accounting set up, projection, or other service is priced specifically to and for you. I know you’re here to learn what it might be like to work together, so, I’ve outlined some pricing for you below. Prices below are minimums are subject to change without notice.

Individual Tax Returns

Individual Tax Prep (1040, Sch A, Sch B, Sch D, EIC) $700-$1000+

Individual Tax Returns + Sch C or Sch E

Individual Business Owner (Sch C/Sch E filer) Tax Prep $1030-$1750+

Entity Tax Returns

Entity (1120-S/1065, 1120, 1041) $1,300+

Advisory Services

We know there’s much more to taxes than tax returns. There’s projections, strategy, and all of the underlying accounting that has to be done to get to those projections and strategy. Advisory packages and services are offered to you on an as-needed basis.

Accounting Tour

Lean into your business’s finances and unlock your inner accountant. Learn to read your financial reports like an accountant, understand your cash needs, and know where your dollars are going. Along the way, you’ll also learn about the little details that accounting for modern small businesses easier than ever before. Click here to learn more.

New Client FAQ

Practices and Procedures

So many rules to follow! Crayon Advisory, LLC strives to find a balance with clear, consistent communication, security, bureaucracy, efficiency, and your own experience. So, what’s it like to work together?

Scheduled Meetings and Calls

As much as possible, I schedule out phone calls and meetings through an automated scheduling system. This keeps me on task and allows me to prepare for our meeting.

I recognize this frustrates many. Email, voicemail, and even Voxer are the solutions to this. Email, voicemail, and Voxer messages with specific questions will often result in an answer to your question before you’re able to get onto my calendar. And, of course, if its an emergency, tell me your preferred method of responding and I’ll do my best. That said, in 20 years of experience, no one has died from taxes or accounting.

Communication Style & Systems

We rely on written communication first, and will always need to receive information for your tax returns and other projects from you in writing. This is both to meet out due diligence requierments and to work with Megan’s auditory processing disability. This disability makes it challenging for her to comprehend and process conversations effectively. To give you an idea of what she experiences when people talk, if someone says, “leave your boots here,” she’s as likely to hear, “leaf chair boots wait,” or “leaf year meats waif,” or some other string of words that really don’t make sense. You can read more here.

We rely on email and Moxo, our secure, conversation based portal first. We use other systems as necessary, including Cognito Forms, Loom, and Tango. As part of the onboarding process, we’ll share with you all of the systems we use and what we use them for.

That First Meeting

That first introductory meeting is just that: an opportunity to get to know each other. You’re getting a feel for me and how I work with clients. I’m getting a feel for you, your needs, and if we can serve them. No, I don’t charge for this.

Bring all of your questions to that first meeting. The more information you can provide me by completing your introductory survey, the more I can give you during our initial meeting.

 

tag with red flower

New Client FAQ

Practices and Procedures

So many rules to follow! Crayon Advisory, LLC strives to find a balance with clear, consistent communication, security, bureaucracy, efficiency, and your own experience. So, what’s it like to work together?

Scheduled Meetings and Calls

As much as possible, I schedule out phone calls and meetings through an automated scheduling system. This keeps me on task and allows me to prepare for our meeting.

I recognize this frustrates many. Email, voicemail, and even Voxer are the solutions to this. Email, voicemail, and Voxer messages with specific questions will often result in an answer to your question before you’re able to get onto my calendar. And, of course, if its an emergency, tell me your preferred method of responding and I’ll do my best. That said, in 20 years of experience, no one has died from taxes or accounting.

Communication Style & Systems

We rely on written communication first, and will always need to receive information for your tax returns and other projects from you in writing. This is both to meet out due diligence requierments and to work with Megan’s auditory processing disability. This disability makes it challenging for her to comprehend and process conversations effectively. To give you an idea of what she experiences when people talk, if someone says, “leave your boots here,” she’s as likely to hear, “leaf chair boots wait,” or “leaf year meats waif,” or some other string of words that really don’t make sense. You can read more here.

We rely on email and Moxo, our secure, conversation based portal first. We use other systems as necessary, including Cognito Forms, Loom, and Tango. As part of the onboarding process, we’ll share with you all of the systems we use and what we use them for.

That First Meeting

That first introductory meeting is just that: an opportunity to get to know each other. You’re getting a feel for me and how I work with clients. I’m getting a feel for you, your needs, and if we can serve them. No, I don’t charge for this.

Bring all of your questions to that first meeting. The more information you can provide me by completing your introductory survey, the more I can give you during our initial meeting.

 

tag with red flower

Scheduling

Introductions: You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!

If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.

Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.

Schedule Your Introductory Meeting

Before you get to our calendar, we have a survey for you to complete. You won't need any additional information or specifics. Just some questions about you.

Scheduling

Introductions: You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!

If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.

Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.

Schedule Your Introductory Meeting