Onboarding
Getting started as a client
1. Financial Goals
Preliminary Consultation
We will examine your business, then discuss your financial goals, desired services, and the potential cost.
Financial Goals
We will set short-term and long-term goals that address what you want to accomplish in the upcoming years.
Contract
We will send an engagement letter,
service plan, and payment information.
2. Set Up
Accounting Systems
Set up your books in an accounting software, such as QuickBooks, QBO, Waves, or Expensify. If you don't already have one, we will set up in QuickBooks.
Filing System
We will set up a filing system to easily log your finances.
Binder Set Up
We will provide a personalized binder
with all of our policies and procedures
for quick reference.
3. Clean Up
Reconciling Past Transactions
We will bring your books up to date using past receipts, bank statements, and credit card statements.
Account Clean Up
Your chart of accounts will be cleaned
and organized, as well as any vendor
and client accounts.
Special Projects
Special projects include, but are not limited to: A/R aging cleanup, 1099 forms, vendor cleanup, and any other accounting-related issues you would like addressed.
Price Breakdown
$75 / hr
Onboarding & Cleanup
$500 – 2,000
Onboarding & Cleanup Package
(50% off past month reconciliations)
Pricing is calculated based on the number of accounts, the number of transactions, and the number of months behind.