We Make It Easy To Transition To Trident
Change before you have to.
-Jack Welch
At Trident CPA Services, we make your onboarding process clear and stress-free. After your initial consultation, we carefully review your current accounting and prior-year tax returns to uncover opportunities for savings and ensure we fully understand your practice’s needs. From there, we create a transparent, fixed-fee service plan that covers everything,so you’ll never worry about hidden costs.
Before moving forward, we’ll walk you through your engagement letter to set clear expectations for our partnership. Once you’re ready to get started, you’ll complete our New Client Packet, which helps us gather the right information from the start. We’ll then schedule an onboarding meeting to collect documents, set up QuickBooks Online, and answer your questions. By being thorough in the beginning, we set your practice up for long-term success.
WHAT TO EXPECT
Assumptions are the termites of relationships
– Henry Winkler
At Trident CPA Services, we believe the best partnerships start with clarity. From the beginning, we outline exactly what you can expect when working with us so there are no surprises. Our goal is to ensure we’re he right fit for your practice and to give you the confidence that choosing Trident is the right decision for you.
OUR COMMITMENT TO YOU
At Trident CPA Services, we are committed to delivering accounting and advisory solutions with integrity, professionalism, and transparency. We uphold the highest ethical and industry standards while bringing specialized expertise in the dental profession. We strive to be more than accountants; we’re your trusted partner in building a successful practice.
- Clear, transparent fees with no surprises.
- Prompt responses to calls and emails (within 48 hours).
- Requests addressed within 3–5 business days.
- Confidentiality and data security always is protected
- Proactive tax planning and business guidance.
OUR EXPECTATIONS OF EVERY CLIENT
At Trident CPA Services, we believe the best results come from a strong partnership. To serve you effectively, we ask every client to:
- Provide financial data and documents in a timely manner.
- Use designated business accounts exclusively for business purposes.
- Respond promptly to requests for information or documents.
- Share all sensitive information through Trident’s secure client portal.
- Make requests within a reasonable timeframe.
- Keep scheduled appointments or reschedule or cancel if needed.
- Notify us quickly of any changes in financial circumstances.
- Communicate concerns if ever dissatisfied with our services or if your needs change.