How we work
Msquare's 3 easy steps for on-boarding
Inquiry – Quick Needs Assessment
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•You submit a request via email, website, or call.
•The Msquare AccuTax. reviews your needs (bookkeeping, tax filing, payroll, etc.).
•A preliminary quote and timeline are shared no lengthy paperwork yet!
Introduction & Controller Interview
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• A quick call/video meeting to discuss workflows, software and expectations.
• You’re introduced to your assigned Controller or tax specialist.
• Finalize terms, security protocols, and communication channels (Slack, email, Zoom).
Work Begins – Seamless Handover & Execution
• Secure document sharing (via encrypted portals or cloud storage).
• Your outsourced team takes over monthly books, tax prep, or real-time financial tracking starts immediately.
• Regular check-ins ensure smooth operations.
Tools & Applications
