Thank you for choosing The Phillips Group
The Phillips Group is a technology-driven and cloud-based firm. This page was designed to make the onboarding process simple and painless.
First things first:
This page is for those who have already had an introductory consultation with our Chief Growth Officer, Andrew Phillips and are presently onboarding with our firm. If you are interested in becoming a client but have not yet met/spoken with Andrew, please click here. Thank you!
Onboarding Steps
Step 1 - Engagement Letter
We send our engagement letters out via Adobe Sign. You probably already signed this, but if you haven’t, please let us know.
Step 2 - Onboarding Documents
Please complete our New Client Onboarding Form. This form should take less than 10 minutes for you to fill out. After that, please complete our AutoPay Form and upload it to your client portal.
Step 3 - Client Portal
Within a day or two after completing Step 2, you will receive an automated email invitation to create a login to our secure Client Portal, along with a list of the items we need you to upload.
Step 4 - Kick-Off
Onboarding is just about complete. Easy, right? We’ll introduce you to your Dedicated Staff Accountant and she/he will get started on your account.
Contact us with any questions.
We’re here to make running your practice & understanding your finances easier. If you have questions, we’d love to hear them.