Start with a simple inquiry
Tell us a little about your business or household and what you need help with. No lengthy intake process or financial documents are needed just to say hello.
The Rejer partnership
Your craft is your focus.
The numbers are our conversation.
You should not need to become an accountant to work with one. We start with the priorities, then agree on a process that supports your business and your life.
Schedule a quick 15-minute phone call
Discuss your pain points, priorities and questions in a focused introductory call. We have worked through a wide range of accounting and tax challenges, so you do not need to diagnose the problem before reaching out. Request a call through the inquiry form; we will follow up to arrange a time.
Agree on the plan and share the details
Define the entity, household members, affordable monthly scope, responsibilities, fees and dates. Each taxpayer’s work and authorizations are handled separately. Share financial records through the agreed document channel, not the public inquiry form.
Organize and review
Connect the agreed accounting systems, establish client-specific rules and resolve open questions. Automation can help with collection and tracking; professional review stays in the process.
See the quarter clearly
For quarterly-reporting engagements, review reconciled financials, period comparisons, spending patterns, selected metrics and significant cash impacts. Reporting scope and any assurance services are separately agreed.
Plan forward
Discuss business and household changes, tax estimates and return preparation. Filing and payment decisions remain subject to the required review and authorization.