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Accounting Services Application
At Bayside Accounting & Advisory, we believe in the client-accountant relationship and the power of using your financial data to drive your business growth and direction.

We want to understand your why and what drives you in your business goals. We want to partner with business owners who want hands-on support to help you create the business of your dreams.

We only have space to onboard a small number of new clients each month. In order to reserve space for clients who are ready to work with us, we want to ensure that this is the best fit for both of us. We use a 2--step application process to make sure we are making the best use of each of our time and resources.

Step 1:  Application
We request that you complete the application below to ensure we are a good fit for each other. We estimate that this process will take between 10-15 mins.

Step 2:  Discovery
Once we have reviewed your application and determined which service is best for you, we will reach out to schedule a Discovery Call so we can get to know each other better.

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