We’re so pleased you chose GWCPA to support you

You did it!

You signed the proposal, taking the first step towards breaking down barriers and achieving your business goals. We’re so excited to be a part of your journey.

What happens next?

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You’ll receive a welcome email

Introducing you to your GWCPA team.

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You’ll complete your new client form

Via the link in your welcome e-mail, and then book your kick off meeting!

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Join your kick-off meeting

This meeting is for your key decision makers and your GWCPA team. We’ll run through timelines and expectations for your services. 

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We’ll schedule all your upcoming meetings

Based on our joint availability and preferences, including your onboarding close-out, approximately 4-6 weeks out.

All the official and technical stuff gets handled

We’ll make sure all connections work and we’ll address questions and gaps. 
We’ll include you where we need you and keep you informed along the way.

Now we look to the future

The final onboarding close-out meeting indicates we have everything we need to move forward.

We’re becoming a team

How we’ll both live out team values

Our values are at the heart of everything we do at GWCPA. These are the kind of behaviors you can expect from us and we expect from our clients in return. 

What accountability looks like:

  • We live and breathe our due dates and we’re accountable to meeting our commitments.
  • We’re honest and timely in communicating expectations needed for us to do our best work.
  • You will respond timely to our requests and let us know when you encounter a roadblock.

What empathy looks like:

  • We work together to solve problems to the best of our ability, while also acknowledging that we’re all human and mistakes can happen. 
  • We treat everyone with respect, whether they're an owner of the business or a team member. We appreciate each other's time and boundaries
  • You appreciate we're supporting multiple clients and due dates simultaneously, and trust that we will deliver on our promises.

What foresight looks like: 

  • We realize what you need from us today won’t be what you need from us tomorrow and our culture of continuous learning supports your need to pivot and grow topline revenue. 
  • We're always looking for a better way to do something. Innovation and technology creates new opportuni
  • You will include us in the vision of your future and consult us on the big business decisions before they’re made. Our foresight means you can trust we're guiding you in the right direction.

What empowerment looks like:

  • We’re built to empower our clients. We’re aligned to providing the advice and support you need to grow and innovate your business. We line up the pins and you bowl the strike.
  • We expect to see GW team members grow. Someone might start as a staff accountant and elevate to ownership. We don’t go around the chain of command or pass blame. 
  • You will establish a succession plan, and invest in your people and the processes necessary to achieve it.