Contact Us
Get Started in Three Simple Steps
1
Set up a discovery meeting with Kevin Bray using the online scheduler below.
2
After the discovery call, we will send you a Canopy portal invite with a detailed questionnaire. If you are an existing practice owner we will also need temporary access to your QuickBooks Online account to complete our initial accounting review.
3
After we complete our comprehensive review of your accounting & tax information, we will send a detailed Service Level Agreement outlining the scope of services. You can expect to receive the proposal within 1-2 weeks from document review!