We utilize cloud-based accounting software that can be accessed anywhere, at anytime. Stop struggling with trying to learn how to set up and maintain your books on your own. Get your time back today!
Onboarding and implementation
It is very easy to bring on a remote bookkeeper as a partner in your business endeavors. Every major cloud-based accounting software (i.e. Quickbooks Online, Xero, Freshbooks, etc.) provides accountant access to your file. Just invite us as an accountant user to your file. Then we are in (no need to share any secure passwords).
Meeting is set up to evaluate needs. Assessment of current books performed (if applicable).
Proposal is drafted, sent and then signed electronically if accepted.
Client information collected and secure portal set up. Journey begins!