CONTACT US
Let’s start with the right first step.
If you’re interested in working with CPA-ROD Inc, the first step is completing our brief Client Intake Form. This allows us to learn more about your business, your goals, and the type of support you’re looking for before scheduling a conversation.
What to Expect When You Reach Out
Here’s how our process works:
- Complete the Intake Form
You’ll answer a few questions about you and your current needs. - We Review Your Information
Our team personally reviews every submission. After review, a member of our team will reach out by phone to gather some additional information. - Consultation Call
If it looks like a good match, you’ll be invited to book a consultation call. The consultation fee is $300, which will be credited to your account if you move forward as a CPA-ROD client (meaning the call is effectively free if you become a client).
We value your time, and ours, so this process ensures our conversations are productive, focused, and aligned from the start.
Is This the Right Fit?
We work best with professionals & business owners who:
- Value proactive guidance, not just compliance
- Are looking for a long-term accounting/tax planning partner
- Want clarity, communication, and confidence in their numbers
If that sounds like you, we’d love to learn more.
