It’s easy. We promise.
The first step? Our signature onboarding phone call. This block of “getting-to-know-you-and-your-business” time is spent carefully, and methodically, helping you understand our process and helping us to understand YOURS.
During this time we go over your banking information, set you up on QuickBooks Online if needed, explain how to transfer information to us, your expectations of team members, learn about critical relationships you have with key vendors, customers, and employees, and review of important financial deadlines and calendar dates.