Request an Introduction
A note about your situation — what you’re working through, what brings you to the conversation — is the right way to begin.
Or write to us at contact@seastonecpa.com.
All inquiries are confidential. We read every message and respond personally, usually within a few business days.
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01
A short questionnaire
A few minutes to share your situation — what you’re managing now, what brings you to the conversation, the kind of help you’re looking for. The questionnaire lets us both see whether the engagement makes sense before more time is committed.
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02
An introductory call
A half-hour conversation, by phone or video, to talk through what you’re working with and the kind of work we do. No fee.
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03
A written proposal
If we both think the engagement makes sense, we’ll send a proposal that sets out the scope of work, the cadence of meetings, and the fee — custom-priced to each engagement, sometimes flat for routine work, sometimes scoped where the situation requires.
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The engagement begins
Engagement letter, secure document exchange, and the year’s rhythm established. The work begins.
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Across the years
Year after year — quarterly conversations, year-end planning, returns and filings on cadence, and the proactive preparation that compounds across the long horizon.