Client Assessment

How Does Client Assessment Work At MASH Accounting?

To get started understanding your business’ needs and general profile, we ask that you fill out this brief client assessment form. Based on your responses, our team can draft an agreement
that outlines what services MASH will provide, as well as our monthly fee (please note: our minimum engagement is $500/month).

Our ideal clients are small to mid-sized businesses looking for constant, year-round accounting and bookkeeping services and optimization. MASH is best able to serve in this role as an
extended member of your team, providing savings and efficiencies to your company on an ongoing basis.

Retaining our services is fast, simple, and hassle-free. Our guiding mission is to totally remove the stress of financial accounting and management from your life, so that you can focus on your strengths. Once you sign our Service Agreement, you’ll receive an onboarding questionnaire that helps us get started right away.

Client Assessment & Needs - Get Started




















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