Our Onboarding New Client Steps
5 Simple Steps!
We have the right to refuse any client or engagement during any part of the onboarding process.
Phone Call or In Person Consultation
Step 1
Completely Free - can take about 30 minutes to 1 hour
Forwarding Bank statements, Credit card statements, etc.
Step 2
Basically anything where business expenses are paid out of, we will need a statement for it just to determine how much volume of transactions we can expect.
Preliminary Invoice is sent to you via your email
Step 3
We will send an invoice to your email in which you can pay just as easy as an Amazon order! We will make you aware of the details inside the invoice before sending it.
Engagement Started
We create a Quickbooks account for you!
Step 4
This is also the step where we start the conversion process of your old books into QuickBooks if needed.
We get to work!
Step 5
We maintain your financial records, payroll needs, whatever it may be!