Step 1: Let’s Have a Quick Chat
We start with a friendly, 10-minute call (completely free) to learn about your business and see if we're the right fit. This is also your chance to get a feel for who we are—real people, not robots or scam artists! Just click the "Call Us Now" button to arrange this quick intro.
Step 2: Dive Deeper with a Meeting
Next, we’ll set up a 45-60 minute meeting, either online or in person (also free). During this meeting, we’ll get to know your business in detail—how you serve your customers, your goals, challenges, and what’s led you to seek a new accountant. We’ll gather all the information we need to prepare a proposal, which you’re welcome to accept on the spot or take time to consider.
Step 3: Welcome to Blue Rocket
Once you sign the proposal, our onboarding team takes over. We’ll handle your previous accountant, introduce your dedicated team, and gather everything we need with our easy new client form. With your permission, we’ll collect any remaining info and start supporting you right away.
It’s as simple as that—your path to better accounting starts here!