Shawn Nelson
Accountant
Client Onboarding Specialist
Krishika
The people who get you set up and stay in touch — onboarding, documents, scheduling and day-to-day messages.
The role
Krishika takes new clients through onboarding — the documents, the portal, the first month of records — so that by the time work starts nothing is missing.
Focus areas
- Client onboarding
- Document collection
- Portal setup
Onboarding & Communication
Who else you might work with
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.