What to expect from your first conversation through onboarding.
Athena runs on one connected relationship rather than a menu of separate services, so your bookkeeping, tax filing, and tax planning all work together under one roof.
If you're only looking for one piece to start, tell us where you are and we'll talk through what makes sense for your situation.
Yes. Most clients come to us mid-year, not at a clean calendar-year start.
We begin by getting caught up on whatever's already in place before moving into regular ongoing work, so switching mid-year is normal, not a problem.
Start with a conversation. We talk through your business, where your books and taxes currently stand, and what you need help with.
From there, we put together a plan and get you onboarded, starting with organizing whatever is already in place before moving into regular monthly work.
Same day, in most cases. Being easy to reach is one of the specific things Athena is built around, since it's the most common complaint business owners have about their previous accountant.
Yes. A lot of the value in working with Athena comes from setting things up right from the start, your entity structure, your bookkeeping system, and your tax strategy, instead of fixing mistakes later.
If you're just getting started, that's often the easiest time for us to help.
Most accountants get overloaded, take on too many clients, and become too busy to pay attention to any one business. Every owner we've talked to has the same complaint about their previous accountant.
Athena is built to stay available year-round, not just during tax season, and to run your bookkeeping, tax filing, and tax planning as one connected relationship instead of three separate vendors.
Just reach out for a free quote. We’ll walk you through every step, from planning to finish.
We accept credit cards, checks, and bank transfers. Let us know what works best for you.
Call, email, or use our contact form. We’re here to help and usually reply the same day.
Yes, you can make changes or cancel anytime before work begins. Just let us know.
Still need help? We’re happy to chat.