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, your current QuickBooks files, how to use your email system if we are providing you weekly bookkeeping services, how to transfer information to us, your expectations of team members, critical relationships you have with key vendors, customers, and employees, and a review of important financial deadlines and calendar dates.