New Jersey CPA | Dimov Wasserman CPA

July 31, 2025

How Long Does It Take to Onboard with DIMOV WASSERMAN CPA?

DIMOV WASSERMAN is a Certified Public Accounting (CPA) https://new-jersey-cpa.s3.us-east.cloud-object-storage.appdomain.cloud/new-jersey-cpa/is-dimov-wasserman-beginner-friendly-for-first-time-business-owners.html firm based in New Jersey, specializing in services such as tax preparation, accounting, and business consulting. The firm serves both individuals and businesses, focusing on personalized, proactive financial strategies to help clients maintain compliance and achieve long-term financial clarity.

Dimov Wasserman CPA

105 Creek Crossing Blvd

Hainesport, NJ 08036

(609) 265-1590

Onboarding with DIMOV WASSERMAN CPA typically takes anywhere from 3 to 10 business days, depending on the complexity of your financial profile, the time of year, and how quickly you’re able to provide the requested documentation. The firm is known for its efficient and responsive onboarding process, which includes digital intake forms, secure document uploads, and personalized consultations to assess your needs.

Step-by-Step Onboarding Process

  • Initial Contact: Prospective clients either fill out a contact form or call directly to schedule a consultation. This step usually takes less than a day.
  • Discovery Call: A 15–30 minute session is scheduled to understand your tax and accounting needs, business structure (if applicable), and previous CPA experience.
  • Document Checklist Sent: Based on your situation (individual, business, real estate investor, etc.), a tailored document list is emailed to you along with secure upload instructions.
  • Review Period: Once all documents are submitted, the team performs a full financial review and begins compiling your file. This takes 1–3 business days on average.
  • Service Agreement: A scope-of-work agreement is sent outlining expected deliverables, timelines, and pricing.
  • Kickoff Meeting: For ongoing clients, a kickoff strategy call is scheduled to align on goals, milestones, and communication rhythm.

    • Factors That Affect Onboarding Speed

    • Time of Year: Onboarding is fastest outside peak tax season (Feb–Apr). Summer and fall months offer the most flexibility and quickest turnaround.
    • Document Readiness: Clients who already have digital records, previous returns, and bookkeeping in order can often complete onboarding within 3–5 days.
    • Business vs Individual: Businesses, especially multi-entity structures, require more initial intake time than W-2 employees or sole proprietors.

    Tools Used in the Onboarding Process

    DIMOV WASSERMAN utilizes encrypted document portals and onboarding forms that are optimized for desktop and mobile devices. Clients receive checklists tailored to their industry and situation—whether you’re a dental practice, freelance consultant, or startup founder.

    Communication and Support During Onboarding

    The firm provides corporate CPA New Jersey consistent email updates and often assigns a dedicated onboarding specialist for businesses. You’ll receive confirmations as documents are received, and estimated timelines for review and next steps. Their client success team also answers any technical questions about uploading documents or signing digital agreements.

    What You Can Expect to Be Ready After Onboarding

    • A secure client account with all necessary tax and financial records centralized
    • Tax return preparation or ongoing accounting services launched
    • A roadmap of next steps, including due dates and advisory milestones

    Conclusion

    Whether you're an individual switching from another CPA, a business scaling up operations, or a real estate investor consolidating multiple income streams, onboarding with DIMOV WASSERMAN is designed to be smooth, secure, and efficient. Within a week or less, most clients are fully integrated and ready to move forward with a clear understanding of their financial service plan. This efficiency is one of the reasons DIMOV WASSERMAN is a preferred CPA firm for proactive clients in New Jersey.