Schedule Your Discovery Consult
What To Expect
We know switching bookkeepers or accounting firms can be difficult. Important items can easily get missed. You may not know what you don't know. We're here to dig deep and give you as much clarity as possible. Our onboarding process is an in-depth review of your current accounting and financial processes.
Ask Us Questions
During your free consultation, we learn the ins and outs of your business and hash out what our working relationship might look like. Bring any issues, troubles or concerns to the call and we'll be happy to help! We'll leave you with our best tips and applicable strategies that you can implement in your business right away.
Tell Us About Your Business
After your consult, you'll receive our Fact Find Questionnaire. This questionnaire digs deeper into each financial process in your business and gives us a good starting foundation to work from. We'll build a customized needs list and proposal from the information you send us.
During the account review, we'll take a peek under the hood of your accounting system, review your current processes, and uncover any outstanding issues. You'll receive a workbook back from us documenting what we've found after a very thorough review. Our review process includes an anlaysis of your transaction history, income statement, balance sheet, settings, 3rd party apps and day-to-day accounting processes. Once complete, you'll set up a Kickoff Call and we'll walk you through the results.
Take Charge of Your Finances
Our Kickoff Calls are where it all comes together. We've identified the scope of work. We've put it together in an easily digestible package and shared it with you. Now, we formally agree on what's being done, who's doing what, and the timeline to implement those changes. This is how we best ensure that everyone is on the same page and nothing falls through the cracks.