What to Expect
Having someone keep your books for you can be a bit unsettling in the beginning since you really don't know what to expect as the outcome.
​So, what CAN you expect to happen during the sign on process?
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Step 1: Let's Connect
Head over to our Schedule Consultation tab to book your initial free consultation. This will be a discussion about your needs and expectations on the services that you are looking for. I am a certified ProAdvisor for QuickBooks Online and highly recommend that this is the method used to keep your books. Ask me about the discounts to the QBO packages and client sign-up if you are not already signed up.
Step 2: Are We a Good Fit for Each Other?
​After the initial call, we will both determine whether we are a good fit for each other. A discovery session will follow this to take a look at where your financial books are and exactly what kind of work needs to be done to begin to move forward. We will also discuss timeframes expected and what weekly/monthly/quarterly upkeep looks like.
Step 3: Estimate Submission and Decision
​We will provide a written Quote and Engagement Letter to you for your review, execution, and return. Don't be alarmed! It’s not a contract; it’s a written agreement outlining the services and payment method, ensuring we are both on the same page regarding what is expected. At any time that you wish, you may withdraw from doing business with us if necessary.
Step 4: Onboarding
Now that you’re a client, we will work through a checklist document along with instructions, so we can get you onboarded smoothly and begin working.
Step 5: Lean Back and Focus on Growing Your Company
That’s it! Now you can focus on your clients’ needs and growing your business. Each month, we will provide you with the requested reports and answer any questions you may have while reviewing your financials. This information will help give you better insight into your business, so you can immediately make any adjustments you’d like to run your business efficiently and profitably.