Communication & Coordination
We work together, behind the scenes
Your accountant stays the client-facing point of contact for tax and strategy questions. We give them review-ready numbers and clean records to work from. If your accountant needs access to the books, we provide it. If we hit something that needs their advice — an unusual transaction, a tax implication, a compliance question — we escalate to them directly.
- Your accountant stays your main point of contact
- We provide clean, review-ready records and reports
- We escalate tax and compliance questions to them
- Regular coordination during year-end close
