WE MAKE IT EASY TO TRANSITION TO TRIDENT
Change before you have to.
We have a detailed and systematic engagement and onboarding process. After your initial consultation, we will review your current accounting and prior year taxes. This analysis allows us to identify tax savings opportunities as well as provide an accurate scope of services and fee quote based on your unique set of facts and circumstances. Prior to signing, we walk-through your engagement letter with you so that you understand the scope of work covered and the associated fees. This is an opportunity for mutual expectation setting for our working relationship. When you engage with Trident, we will ask you to complete our New Client Packet which allows us to gather as much of your information upfront as we can. Then, we will set up an onboarding meeting to collect necessary documentation, set up Quickbooks Online, and ask & answer any questions. We find that being thorough in the beginning sets everyone up for success.
Schedule your consultation with Jim Zenk and the Trident team, today.
WHAT TO EXPECT
Assumptions are the termites of relationships.
We set clear expectations from the very beginning for what it will be like working with Trident. We want to be a good fit for you, and we want every client to decide if Trident will be good fit for them.
OUR COMMITMENT TO YOU
We will provide professional services with quality, integrity, and objectivity.
We will make decisions that reflect the highest ethical, legal, and professional standards.
We will maintain the knowledge, skills, and expertise necessary to provide exceptional professional services, including relevant dental industry knowledge.
We will protect the confidentiality and security of all client information.
We will do our best to perform without errors; if, however, there is a mistake, we will admit it and take immediate steps to rectify the situation.
We will always be transparent regarding fees.
We will return phone calls and emails promptly, typically within 48 hours and respond to requests within 3-5 business days.
We will meet with you for tax projection and business planning discussions, whether by phone, video conference, or in person.
We will contact you via your preferred method of communication (phone call, text, email).
OUR EXPECTATIONS OF EVERY CLIENT
Clients will provide us with financial data in a timely manner.
Clients will use their designated business accounts solely for business purposes.
Clients will respond to requests for information or paperwork in a timely manner.
Clients will share information only through the secure portal provided by Trident.
Clients will make requests within a reasonable time frame.
Clients will keep scheduled appointments to meet with us, whether by phone, video conference, or in person.
Clients will notify us promptly of any changes in their financial circumstances.
Clients will be candid and honest regarding their situations.
Clients will tell us if they are unhappy with our service.
Clients will treat all Trident team members with dignity and respect.
Clients understand that some accounting tasks are handled by staff.