The Client Journey

Every client moves through the same five stages. Here’s the whole map.

The Smoky Mountain CPAs client journey: 1) In the Fog, behind on the books, can't trust the numbers. 2) Diagnostic Review, $497, we open the real books against the real bank statements and tell you the truth. 3) Cleanup, every month rebuilt and reconciled to the penny. 4) Monthly Rhythm, books close when the statement lands, a plain update every month. 5) Profit First, every deposit allocated on purpose, the owner finally pays themselves.

Not sure which stage you’re in?

Our In-Depth Diagnostic Review goes inside your actual QuickBooks and tells you, in writing and on a recorded video, exactly what is right, what is wrong, and what it would take to fix it. $497, one time, credited in full toward your first month if you come on board.

See the Diagnostic Review → Tell us about your business