- Letter of Engagement
Print form (make sure in page setup that it’s formatted to 1 page wide)
Sign and date
Mail form with a check for $195
- Provider Data
Enter data (it will transfer to the other spreadsheets)
- Questionnaire
Complete and fax to (979) 733-0015
- Requested Data
Start accumulating.
Overnight to our offices in Columbus as soon as possible
(especially the summary trial balance)
- All other Spreadsheets
Complete
Email, or print and fax, or print and mail
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We want this to go as
smoothly as possible. |
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