Thank you for submitting your information.
As you could probably tell from the questions, this is not a quick plug-n-play assessment that throws some automated jargon back in your face.
This takes time for our team to go through, but I do want to call to introduce myself and just let you know what our timeline looks like. I don’t want you thinking you’ll hear back from us in 30 minutes when it may be 3-4 days until we complete your review.
So be on the look-out for an email from us (just to confirm that we received your submission) and a phone call from us (just to confirm that we’re both real people), and then we’ll be off to the races.
If you have any questions, please feel free to reach out to me directly at email@example.com.
Jace Campbell, CPA
The Profitable Growth CPA