How We Work
More locations should create a clearer rhythm—not more email archaeology.
- 1
Describe the Operation
Share the locations, entities, systems, employees, and immediate issue—by inquiry form, phone, or a scheduled conversation.
- 2
Review the Foundation
We evaluate entity structure, chart of accounts, bookkeeping condition, payroll connections, sales-tax records, platform setup, opening balances, reporting, and tax position.
- 3
Confirm the Relationship
You approve scope, engagement terms, access, payment, and who is responsible for what.
- 4
Onboard by Location
Organized, secure requests and checklists go out through the client portal for each entity or location.
- 5
Keep a Predictable Rhythm
Regular requests, close updates, reports, deadline reminders, and review conversations.
Using the client portal
Documents, requests, and signatures move through Paragon’s secure portal instead of email. Existing clients can sign in anytime.
Open the Client PortalTell Alex what became harder when the business grew.
Whether the next move involves a second location, cleaner books, connected payroll, better reporting, tax planning, or resolving a current problem, begin with the operating reality.