Step One: Consultation
Schedule a brief 15-Minute Chat to discuss your bookkeeping and tax needs, as well as your business goals. We’ll assess your current financial situation and identify areas for improvement.
Step Two: Proposal of Services
Following our initial discussion, we’ll conduct a comprehensive review of your bookkeeping and tax requirements. Based on this analysis, we’ll provide you with a tailored proposal outlining our recommended monthly services and any necessary clean-up work.
Step Three: Onboarding and Implementation
After signing on, we’ll begin the onboarding process. This includes setting up or cleaning up your QuickBooks Online account, integrating our systems with your existing CRMs, and establishing efficient workflows. We’ll immediately begin work on your account, ensuring a smooth transition and quick implementation of our bookkeeping and tax services.