Change isn't a walk in the park for anyone, we totally get it.
Our goal is to make this effortless for YOU and for Rich to feel good about this major life change into retirement.
Just so you know..
OnaWay is a small, locally owned CPA firm just like Rich's. This website is personally written by owner & CPA, Shannon so feel free to check it out and get a feel for what we're like.
As we wrap up the last of the formalities with Rich, you can expect to receive a letter from us in the mail and email with loads of helpful tidbits to answer many of your questions. That letter will go out the beginning of September, immediately after the official closing.
For now, Rich is still in charge, feel free to reach out to him with any questions concerning current work or moving your account over to us.