Blue Moon CPAOrlando, Florida
The client experience

A defined process, from first inquiry to an ongoing financial picture.

The intake and onboarding path is deliberate, because engagements go badly when scope, responsibilities, and communication are left informal.

Six steps
  1. 01

    Tell us about the business

    A guided form covers the company, industry, entity structure, current systems, and the primary challenge — enough for Shawn to assess fit before you meet.

  2. 02

    Confirm the fit

    A conversation with Shawn about the situation, the timing, and the level of support the business actually needs. If Blue Moon CPA is not the right firm, you will hear that directly.

  3. 03

    Define the relationship

    Scope, responsibilities, pricing, communication, and deliverables are established in an engagement letter before work begins.

  4. 04

    Enter the secure workspace

    Agreements, e-signatures, onboarding questionnaires, accounting-system access requests, and document collection are all completed digitally.

  5. 05

    Build the financial picture

    The books, tax position, entities, transactions, and reporting needs are reviewed together so later advice rests on reliable numbers.

  6. 06

    Stay informed

    Reports, reminders, open questions, and scheduled conversations follow an agreed cadence instead of arriving only at deadlines.

Communication standards

Clear communication is part of the service, not a courtesy.

Most frustration with accountants comes down to silence. These are the standards Blue Moon CPA works to; the specific timings for your engagement are confirmed in writing with you.

Who you contact
Shawn is the point of contact for financial, tax, and transaction questions on your engagement.
Where messages go
Correspondence and document requests run through the secure client workspace and the firm's business email, so the record stays in one place.
Response windows
Expected response times are set in your engagement letter. Blue Moon CPA does not publish blanket promises it has not agreed to with you.
Urgent matters
The fit call establishes how a time-sensitive item — a closing date, a notice, a filing deadline — is flagged so it is not treated as routine.
Reporting cadence
Recurring clients receive reporting on an agreed schedule tied to how the business operates.
Meeting decisions
Decisions and follow-ups from meetings are written down and shared, so both sides work from the same summary.
Open responsibilities
Outstanding items on your side and ours are tracked visibly in the workspace, with reminders rather than repeated chasing.
The secure workspace

One organized place for the engagement.

Onboarding and ongoing work run through a secure client workspace rather than scattered email attachments. You always know what is outstanding, what has been delivered, and where the engagement stands.

Sensitive documents are exchanged inside that workspace only — never through the public forms on this website.

  • Engagement letters and e-signatures
  • Secure document requests
  • Accounting-system access requests
  • Onboarding questionnaires
  • Due dates and reminders
  • Open questions in one thread
  • Meeting notes and decisions
  • Current engagement status
  • Reports and completed deliverables
  • Outstanding client tasks
Next step

Start with a business fit call.

Tell us about the business, the entities involved, and the decision or deadline ahead. Shawn reviews every inquiry personally and will tell you plainly whether Blue Moon CPA is the right fit.

Request a Business Fit Call

Please do not send tax returns, contracts, closing documents, Social Security numbers, or banking details through this website.