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 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 letter proposals out via Ignition, usually a day or two after your Introductory meeting. If you have not been sent an engagement letter proposal or you have not had an introductory meeting, please click here.

Step 2 - Onboarding Documents

After you have met with our CGO, Andrew Phillips, and signed your engagement letter, we will next need you to complete our New Client Onboarding Form. This form should take less than 10 minutes for you to fill out.

 

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, if applicable, and they 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.