Free Discovery Session
Embark on a 45-minute free discovery call where we delve into your business dynamics. Gain valuable insights and efficiency advice from the get-go. We’re here to understand your needs and offer preliminary guidance.
Diagnostic Review
Following the discovery call and once QuickBooks Online access is granted, we perform a thorough diagnostic review. Within 2-3 business days, we identify any issues that need attention. You’ll receive a detailed plan with our findings, recommendations, and a quote. You have the flexibility to handle things independently or engage our services.
Onboarding
Our onboarding process is hassle-free. Complete a new client questionnaire, sign an Engagement Letter, and grant us access to necessary information sources (online banking, digital document storage, PayPal, Square, Stripe, etc.). This typically takes 3 to 5 business days, accommodating your schedule. We will then have a kick-off call to ensure the integration is seamless.
Get Started
With the groundwork laid, we start your bookkeeping journey towards clean, clear, and complete books. Be an integral part of your team as we work collaboratively to maintain pristine books.
Reap the Rewards
With professional bookkeeping, enjoy peace of mind. Focus on your core business, strike a balance between work and home life, and be ready for tax season. Dream big about your next financial goals.
Additional Touchpoints
Weekly 30-Minute Call: For the first month, we schedule a weekly 30-minute call to ensure everything runs smoothly.
We use industry-leading software:
- QuickBooks Online for bookkeeping.
- Gusto for payroll.
- Avalara1099 for 1099 reporting.
- CCH AnswerConnect for legislation and methodology research.
- Keeper for communication and document exchange.