SHXPERTSOLUTIONS · Financial assessment

SHX Financial Fit Assessment™

Find the right financial support for your business. Tell us how yours operates so we can evaluate the level of bookkeeping, tax preparation, and financial tracking that may fit your situation.

Start My Assessment

What happens next

01

Tell us about your business

Share approximate information about your accounts, transactions, records, and taxes.

02

SHX reviews your information

We evaluate workload, bookkeeping status, complexity, and business needs.

03

We discuss the next step

We will let you know whether a standard plan may fit or if additional scope review is needed.

Secure form

Complete your assessment

Your information will be reviewed by SHX. Foundation, Clarity, and Growth are not assigned automatically.

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Situations that apply (select all that apply)

What type of support are you most interested in?




Our monthly plans require an initial 12-month commitment. Included tax returns are subject to the standard scope in the service agreement. Prior-period cleanup, payroll, additional returns, and other work outside standard scope may require additional services.

Do not submit passwords, Social Security numbers, complete tax returns, or other highly sensitive information through this initial form.

After you submit

SHX will review the information to determine whether a standard plan may fit or whether a customized scope discussion is needed.

What this form does not confirm

Submitting it does not establish a professional relationship or confirm an engagement, specific plan, or final pricing.