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OMEGA Onboarding

Welcome to Omega Business OS

Let's get your business set up. This takes about 10 minutes.

We'll walk you through a few steps to understand your business needs. At the end, our team will review your profile and reach out within 24-48 hours with a custom service plan.

Step 1-2

Tell us about your business

Step 3

Select your services

Step 4

Contact & location details

Step 5-6

Upload docs & submit

Business Information

Tell us about your business so we can tailor our services.

Select Services

Choose all the services your business needs. You can change these later.

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Bookkeeping
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Business Tax
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Personal Tax
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Payroll
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Insurance Review
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AZ TPT Filing
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Advisory / CFO
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IT Services

Contact & Location

Where is your business located?

Upload Documents

Upload any relevant business documents. We accept PDF, Excel, Word, CSV, and images up to 25MB.

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Click to upload or drag and drop files here

PDF, XLSX, DOCX, CSV, PNG, JPG โ€” Max 25MB per file

Commonly needed documents:

Tax returns (last 2 years) ยท Bank statements (last 3 months) ยท P&L statement ยท Balance sheet ยท W-9 ยท EIN letter ยท Articles of incorporation ยท Insurance policies ยท Lease agreements

Review & Submit

Please verify your information before submitting.

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Application Submitted

Your onboarding application has been received. Our team will review your profile and documents, then contact you within 24-48 hours with a custom service plan.

Omega Assistant

Welcome to Omega Business OS! I can help with questions about services, pricing, required documents, or anything about getting started.