What does the onboarding process look like?

Our onboarding process begins with an initial discovery meeting to understand your needs and goals. Once you decide to proceed, we formalize our engagement, gather your financial data, set up your accounts in our cloud systems, and begin managing your accounting, tax, and compliance requirements. We provide continuous support and conduct a comprehensive performance review after the first quarter.

To speak with an advisor, you can schedule a Zoom Call with one of our advisors here: Schedule Call . You can also contact us by email: hello@myVault.Work or give us a phone call: (888) 435-9664

We look forward to speaking with you!