A Clear Process. A Better Experience.
Working with your accountant shouldn't feel confusing. From onboarding through ongoing support, Zephyr follows a structured process designed to keep you informed, organized, and confident every step of the way.
Discovery & Consultation
Every engagement begins with a conversation. We take time to understand your business, goals, challenges, and current accounting environment before recommending any services.
Our goal is to understand your situation before proposing a solution.
- Prior tax returns
- Financial statements
- Accounting records
- Business information
- Existing compliance documentation
Custom Proposal
After learning about your business, we prepare a fixed-fee proposal tailored specifically to your needs.
No hourly billing. No surprise invoices.
- Scope of work
- Deliverables
- Responsibilities
- Pricing
Onboarding
Once engaged, we establish the systems and processes needed for a successful relationship.
Our goal is to create a smooth and organized transition.
- Client portal setup
- Secure document sharing
- QuickBooks access
- Information gathering
- Compliance review
- Process planning
Implementation
Depending on the engagement, we begin delivering the services your business needs.
This phase often involves collaboration and ongoing communication.
- Book cleanup projects
- Monthly bookkeeping
- Financial reporting
- Tax planning
- Compliance management
- Business formation support
- Act 60 services
Ongoing Support
This is where Zephyr becomes a long-term partner.
Our clients don't only hear from us during tax season.
- Financial reporting
- Compliance assistance
- Tax guidance
- Client portal communication
- Responsive support
Growth & Advisory
As your business evolves, so do your needs.
Our goal is to provide guidance that extends beyond compliance.
- Understand financial performance
- Evaluate opportunities
- Improve business processes
- Plan for growth
- Navigate new challenges
What You Can Expect
Responsive
We strive to respond to client communications within one business day.
Transparent
Fixed-fee pricing and clear expectations.
Proactive
We identify issues early and help clients stay ahead of deadlines.
Collaborative
Clients remain informed through secure portals and ongoing communication.
Ready To Get Started?
Let's discuss your business and build a plan that fits your goals.