Client Onboarding

  • Schedule an initial meeting via phone or video call to discuss the client’s needs and expectations.

  • Request relevant documents and financial records needed to accurately understand the scope of accounting needs.

  • Provide client with letter outlining scope of proposed services, pricing, payment terms, and other contractual obligations.

  • Review client’s existing accounting system, identify deficiencies or areas for improvement, and develop a bookkeeping schedule for both parties.

  • Establish access to client’s financial platforms. If applicable, integrate additional systems such as POS, payroll, or e-commerce platforms.

  • Begin entering the provided financial data into the accounting software and perform services with the scope of work.

  • Generate financial statements, analyze the data, and present it to the client in a clear and understandable format to provide insight to the client’s finances.

  • Schedule meetings with client to discuss findings and address questions or concerns. Provide ongoing support, updates, and check-ins to client.