Onboarding
Getting Started
1. Getting Started
Preliminary Consultation
We will discuss your business needs, your financial goals for the upcoming year, desired services, and the potential cost.
Documentation
Prior to consultation, we'll send you a list of all the documentation we'll need to assess what we are dealing with.
Contracts
After the consultation, you'll need to review and sign a proposal letter, an engagement letter, and an onboarding form.
2. Set Up
Accounting System
We'll need access to your accounting software. Otherwise, we'll set up you up in QuickBooks.
Filing System
We will set up a filing system so you'll always know where your reports and supporting schedules are.
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Binder Set Up
We will provide a personalized binder
with cheat sheets for quick reference.
3. Clean Up
Reconciliations
We will bring your books up to date using past receipts, bank statements and credit card statements.
Account Clean Up
Your chart of accounts, vendor & client accounts will be cleaned up.
Special Projects
Special projects include, but are not limited to: A/R aging cleanup, vendor cleanup, and any other accounting-related issues you would like addressed.