🚀 Onboarding Process: Quick & Easy with QuickBooks

We specialize in QuickBooks Online bookkeeping, so getting started is simple and seamless:

✅ 1. Discovery & Welcome Call
We kick off with a 30-minute call to learn about your business, current bookkeeping status, and goals.

✅ 2. QuickBooks Access & Integration
We’ll guide you to securely invite us as an accountant user in QuickBooks Online so we can access your books without sharing login credentials.

✅ 3. Connect Your Accounts
We help you link your bank accounts, credit cards, and merchant processors to QuickBooks for automatic transaction downloads.

✅ 4. Chart of Accounts Review
We review your QuickBooks Chart of Accounts to make sure it’s clean, relevant, and aligned with your tax needs.

✅ 5. Prior Book Cleanup or Catch-Up (if needed)
If your QuickBooks file needs cleanup or you’re behind on bookkeeping, we’ll get everything current and accurate before starting monthly services.

✅ 6. Go-Live & First Month of Bookkeeping
We begin regular monthly bookkeeping—coding transactions, reconciling accounts, and preparing reports for your business.

✅ 7. Ongoing Support & Communication
You’ll have unlimited access to your bookkeeping team for questions or guidance throughout the year.