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Document Signing Meeting

A Simple, Seamless Client Experience

We’ve designed a simple and convenient intake process so you can get back to living your life while we take care of the work. Our tech-centered approach allows you to become a client in just a few easy steps.

Your Journey with Dome

Our tech-centered approach makes onboarding fast, secure, and stress-free

01

Reach Out

Contact us by phone, email, or by sending a message through our website. We'll respond within 24 hours to schedule your free consultation.

02

Secure Document

Upload

We'll review your inquiry and email you a secure link to upload your documents. Uploading is easy—just drag and drop the requested files.

03

Engagement &

Pricing

Based on the information provided, we'll send you an engagement letter for e-signature along with a clear price range for the services requested. No surprises.

04

Work Begins

Once the engagement letter is signed, we begin working on your selected services. You'll have direct access to your CPA throughout the process.

05

Payment &

Delivery

After the work is completed, we'll send you an invoice. Once payment is received via our secure online system, your completed work will be delivered through our client portal.

Retainer-Based Services

For services that require proactive, year-round support—such as bookkeeping,
payroll, tax planning, and advisory—we work on a monthly retainer basis. This
ensures continuous service, timely compliance, and ongoing access to our team
throughout the year. When you need us, we’re just a call or message away.

Secure Data

In-Person Meetings Available

Prompt Service

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