Welcome To Getting Started with Us
CLOUD ACCOUNTING IS A SUCCESSFUL PARTNERSHIP.
It will help you to be more efficient, competitive and profitable.
Most business owners want to Manage and Grow their Business
They want to have accurate financial numbers when they need it to make the best the Best Decisions
Our Promise Is That You Will Have That Accurate Information When You Need It
OUR EXPERIENCE AND KNOWLEDGE
WILL DELIVER RESULTS FOR YOUR BUSINESS
Here are the steps we take so you can get those results:
Phase 1: First Steps
Phase 2: Let’s Chat
Phase 3: The Deep Dive
If we both agree, we’ll conduct a full assessment of the current state of your books, your accounting systems, technologies and processes to help us determine the best ways to use cloud accounting tools to streamline your operations. Our goals for every client are to give you back time and help improve your bottom line.
Phase 4: Transparent Pricing
We’ll outline the value we bring and have an open and transparent pricing discussion with you. We quote you our flat fee before any work begins so you never get any surprises later on. You’ll have a choice of 3 separate packages to choose from to make sure we address all of your important issues and then you select the one that is the best fit for you.
Phase 5: Getting Started
Phase 6: Onboarding
We are going to flip the switch and get you setup with new software, apps and systems as best fit your requirements. We will also spend time with you making sure you have a comfortable grasp of the new tools you will be using. This is the bulk of what will be done during the setup /clean up phase:
Phase 7: Getting Sorted
This can be the most time consuming part of the process but also the most satisfying and rewarding when complete. We will go through your books and make sure that all reconciliations are complete through the end of the last completed month. We do this so when we begin your monthly bookkeeping so we know everything is starting out right.
Depending on where your books currently are, this can be just a couple of weeks or months or even a couple of years that need to be updated. We have seen it all so never feel shy or embarrassed to ask for help if you are behind; you are making the right move.
Phase 8: Maintenance
Here is where we begin the monthly bookkeeping services that we established in our earlier discussions. You are now setup with a new comprehensive bookkeeping system designed to help you manage your business more effectively.