New Clients
A simple start—before we change anything.
We start by looking at what you have now and what you need help with most.
1
Discovery
We talk through your business, current accounting process, construction systems and biggest pain points.
2
Review
EJM reviews your books and workflow before recommending a scope.
3
Plan & Pricing
You'll get a clear plan for cleanup, monthly support, or both. Separate entities are priced separately.
Helpful to have ready
What EJM may ask for
✓QuickBooks user/accountant access
✓Business entity information
✓Bank and credit card account list
✓Payroll and employee count
✓Current projects, billing portals and deadlines
✓CPA or tax professional contact, when applicable
Security first
Use proper account access—not shared passwords.
EJM will ask clients to use the appropriate user or accountant invitations for QuickBooks and other systems whenever available. Sensitive financial, payroll and identity information should be exchanged only through secure systems.
Please do not send passwords, Social Security numbers or bank-login credentials through the website contact form or regular email.
Ready for the first conversation?
Tell EJM what feels like the biggest mess or the thing you need the most help with right now.