How onboarding works
Four steps from first call to first close.
No big setup project. You meet your account manager on day one.
Short Zoom call · No books or reports needed
Certified QuickBooks ProAdvisors, including Advanced certification
- 1
Intro call
A short Zoom call. No books or reports needed. You leave knowing what's broken, a ballpark range, and a dated next step.
- 2
Working session
We look at your setup together and agree on the plan and a fixed monthly fee.
- 3
Secure access
You invite us to your QuickBooks file as your accountant and connect bank access through the secure portal.
- 4
First close
We close your first month, review it, and walk you through the report.
Who do I contact?
Your account manager is your first contact.
Every client has a named account manager and a backup, so someone who knows your business always picks up. Keep a running list of questions and we'll book a call to clear it. Or call the main line: 888-576-5525.
Sending documents
Use the secure upload link your account manager gives you. Uploads are deleted 90 days after a request closes.
Start with a short call.
No books or reports needed. You leave knowing what's broken, a ballpark range, and a dated next step.