Once you say yes, here's how we get you set up smoothly over the first couple of weeks.
You'll receive a welcome email with your engagement agreement and first invoice. Once signed, we're officially partnered.
We coordinate QuickBooks Online access, bank and credit card feed connections, and request your key documents (recent statements, payroll info if applicable).
We review your current books, document your setup, and identify anything that needs clarification or cleanup before regular bookkeeping begins.
Your Chart of Accounts is tidied, recurring items are configured, your first reconciliation is complete, and your file is ready for ongoing monthly bookkeeping.
To move quickly, please be ready to share the following: