Our Process

What to Expect When Working With ReFrame

Working with ReFrame is designed to be thoughtful, structured, and proactive. Our process exists to protect accuracy, reduce risk, and ensure the work we do together is aligned with your goals.

Below is an overview of how our process works, from first contact through an ongoing professional relationship..

Step 1: Schedule a Discovery Call

Once the questionnaire is complete, you will be directed to schedule the Discovery Call that best fits your needs.

Discovery Calls are structured working conversations designed to:

  • Clarify your current situation

  • Identify potential risks, gaps, or planning opportunities

  • Determine whether our services and approach are a good fit

Discovery Calls are not sales calls. They are designed to provide clarity and direction, not rushed answers or surface-level feedback.

Step 2: Proposal and Scope Definition

If we determine that working together makes sense, we will prepare a written proposal outlining:

  • The recommended services

  • Defined scope of work

  • Service tier and cadence

  • Fixed monthly or annual pricing

This proposal is based on the information gathered during the questionnaire and Discovery Call. We do not finalize scope or pricing without adequate context.

You will have the opportunity to review the proposal and ask questions before deciding how to move forward.

Step 3: Onboarding

Once a proposal is accepted, onboarding begins.

Onboarding is a dedicated phase of work focused on establishing accuracy, alignment, and clean workflows before ongoing services begin. Depending on your engagement, onboarding may include:

  • Review of prior-year tax returns

  • Assessment of bookkeeping or financial records

  • System and chart of accounts alignment

  • Payroll and compensation review, if applicable

  • Portal setup and communication preferences

  • Identification of risks or planning gaps

Clients are expected to actively participate by providing documents, completing organizers, and responding to requests.

This step ensures we are working from accurate information and aligned expectations.

Step 4: Ongoing Work and Advisory Support

After onboarding is complete, ongoing services begin.

Depending on your service tier, this may include:

  • Tax compliance and filings

  • Ongoing bookkeeping or payroll support

  • Advisory meetings and planning discussions

  • Transcript monitoring and risk oversight

  • Coordination with other professionals, when appropriate

All work is delivered through structured workflows, secure systems, and team-based review to ensure consistency and accuracy.

Step 5: Review, Adjust, and Evolve

Businesses and tax situations change over time. As complexity evolves, we may recommend:

  • Adjustments to service scope

  • Changes to service tier

  • Additional planning or advisory support

Any changes are discussed in advance. Our goal is to ensure the level of service continues to match your needs while maintaining quality and sustainability.

Work with us

We transform financial complexity into strategic clarity

Because ReFrame specializes in strategic tax planning and advisory for business owners, we’re able to see opportunities others miss and design solutions that let you keep more of what you’ve earned.

We work with you collaboratively

We’ll provide the clarity you need to make confident business and personal financial decisions. You’ll trust that your accounting and tax filings are accurate, timely, and avoid costly surprises when deadlines arrive so you can focus on the highest and best use of your time.

We deliver absolute clarity in your financial picture

We provide clean books, timely reporting, and KPI dashboards so you always know where your business stands and can make smarter, data-driven decisions. Armed with accurate insights, you’ll move from reactive to proactive.

We become a trusted strategic partner in your success

We don’t just prepare returns — we become your year-round advisor, offering proactive guidance, accountability, and strategic planning.

We turn operational inefficiency into streamlined precision

We build and maintain clear systems for bookkeeping, payroll, and tax planning so you can focus on your business instead of chasing paperwork.

We guide entrepreneurs as they scale

We provide comprehensive back-end support, proactive tax planning, and KPI management so you can scale with confidence instead of scrambling at year-end.

We transform compliance into proactive opportunity

We integrate compliance with forward-looking strategy, combining tax prep with planning, cash flow management, and KPI tracking to prevent year-end surprises.

We empower trades and skilled service businesses

We bring structure to job costing, expense tracking, and growth planning so your back office can keep up with your workload.

We transform compliance into proactive opportunity

We integrate compliance with forward-looking strategy, combining tax prep with planning, cash flow management, and KPI tracking to prevent year-end surprises.

We empower medical professionals to focus on care, not complexity

We understand the complexity of medical practices: multiple income sources, regulatory compliance, practice growth, and staff considerations.

We shift your perspective from expense to investment

We help you reframe fees as investments, turning advisory services into tools that save money, reduce stress, and fuel growth.

We equip IT companies with financial systems built for scale

We integrate compliance with forward-looking strategy, combining tax prep with planning, cash flow management, and KPI tracking to prevent year-end surprises.