Let’s have a virtual face-to-face Zoom chat about your business! What are your pain points? What are your hopes for the future? Do you have a plan for growth? Let’s discuss how your bookkeeping can help you achieve your goals.
After you contact us, we can begin the Onboarding process…
Onboarding
- We will send you a short questionnaire asking a little bit about your business to see what your initial pain points are, what systems you are currently using and what the scope of the project will be.
- A time will be scheduled for a Zoom video conference to have a face to face consultation to discuss your business needs, what we offer and answer any questions.
- If both parties would like to move forward, we will send a more detailed questionnaire to collect more specifics about your business that we may not have covered in the previous communications.
- Based on your requirements, a proposal detailing price and the scope of the engagement will be forwarded for your approval.
- After signing the engagement letter, we will set-up a payment process with you and begin the customer set-up.
Customer Set-up (as applicable)
- Company Settings
- Billing & Subscription
- Sales Settings
- Customize Forms (invoices, estimates, sales receipts, emails, statements etc.)
- Expense Settings
- Payments Settings
- Other Accounting/Advanced Settings
- Chart of accounts
- Products & Services Lists
- Customer Lists
- Vendor Lists
- Employee Lists
- Users
- Bank and credit Feeds
- Historical data
- External Apps as needed (Hubdoc, Bills.com, Gusto, etc.)
- Custom Reporting
