On this 30-minute call, we will explore the current state of the financial organization of your business, as well as your goals, priorities, and needs going forward. We’ll ask questions about your corporation type, business structure, employees and payroll, and anticipated revenue so that we can get a clear picture of how best to meet your needs. Together, we’ll decide if you are a good candidate for our Full-Service Financial Clarity System.

In order to help us prepare for Preliminary Onboarding, we will need you to provide access to your current bookkeeping system. If you don’t have a system or are not yet using Quickbooks, we will request statements to estimate the volume of your business transactions. Based on this information, we will prepare and send you a proposal for our monthly, flat-rate Full-Service Financial Clarity System.

After you accept our proposal, our team will fully organize all of your pertinent business documents into clearly labeled, easily accessible folders on the cloud. If applicable, we will establish or migrate to a new Quickbooks account, set up payroll processing, and enable administrative access as-needed so that nothing gets missed. This process will likey neccesitate a 1-hour onboarding call.

Following your preliminary onboarding, our team will meticulously organize your books to date, ensuring that everything is accounted for so that you can rest easy knowing you’re all caught up. Going forward, our team will take care of your books monthly so you’ll be fully equipped with all the information you need to run and grow your business with ease and peace-of-mind.