Welcome to HM&M AST

We are excited to welcome you as a new client and appreciate the trust you have placed in our firm. Throughout our history, HM&M has developed a deep level of knowledge and experience to share with you and help reach your goals. Let’s begin our relationship by first reviewing a few housekeeping items.

Watch Our Welcome Video

Engagement Letters

One of the first pieces of communication you will receive from HM&M is an Engagement Letter. Sent at the beginning of our relationship and once annually upon renewal of the engagement, the Engagement Letter defines the terms of our agreement. We will send the document electronically for your review and signature via SafeSend, or alternatively, paper format if requested.

Communication

HM&M believes in keeping the lines of communication open and our clients informed of the latest accounting, tax, and business updates. Throughout your engagement, you will receive emails and phone calls from your advisor and team. You may also receive our bi-monthly newsletter, as well as occasional emails with updates. Additionally, please follow us on social media for real-time updates.

We want our communication to be a dialog, not a monologue. As important events happen in your life or business that may impact your financial situation from a tax or accounting perspective, keep us in the loop as your personal advisor. Phone calls, emails, lunches, or coffees are great ways for us to stay connected. We also want to be cognizant of your personal preferences, so please let your advisor know the best way to stay in touch with you.

Document Transfer

From time to time, we will need to share confidential information. We take your security and privacy very seriously. Your advisor may exchange documents via SafeSend or ShareFile. This is a quick, simple, direct, and secure way for us to exchange information. We will share a secure link with you through email and you may find an additional link in the header of our website.

Of course, if the above sounds a bit overwhelming or you are uncomfortable with electronic communications, you are always welcome to come to our offices with your bundled documents. To expedite the process, all that we ask is that the documents being delivered are as complete as possible. Just let your advisor know if you plan to stop by. We’ll have the coffee ready!

Billing Process and Payment Methods

You can generally expect to receive an invoice every 30 days as your project progresses. Depending on your services, your billing situation may differ slightly. All invoices are due and payable upon receipt. If an invoice is not paid within 30 days, we do reserve the right to suspend services and/or withdraw from providing services. Invoices that remain unpaid for 60 days or more, from the original invoice date, will be assessed a late charge of 1% per month of the total unpaid fee balance.

HM&M offers four payment methods:

Check
ACH
Credit Card – 3.5% processing fee
Financing

The payment options of ACH, credit card, and financing are all accessible from our website.

BDO Alliance USA

HM&M is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms. In the event that you have a need expanding beyond our in-house resources, our BDO Alliance USA relationship allows us to provide added assistance without jeopardizing our relationship, independence, or autonomy.

Other Services

HM&M is a multispecialty accounting and advisory firm here to strategically solve your challenges. Our four service lines: Assurance*, Taxation, Business Valuation & Litigation Support, and Accounting Services are outlined below.

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We look forward to working with you and building a long-term relationship.