Our Process
We help you achieve equilibrium by optimizing your finances, streamlining processes, and enhancing your administrative infrastructure for success.
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- Our Process
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Step 1. Onboarding
Our goal is to simplify your financial processes and ensure your business’s financial health is in the best hands.
- First, we’ll schedule a Kick-off Meeting. During the initial meeting, together, we’ll review the onboarding process, confirm our understanding of the scope of work, and clarify any final questions you may have about our processes.
- Throughout our time together, we will constantly evaluate client wants and needs as we work towards the best possible financial reporting that provides directions and accurate information to reach your short-term and long-term goals.
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Step 2. Implementation
Once our onboarding process is complete, we will collect the necessary documentation from the client, including, but not limited to:
- Access to their accounting software
- Previous financial statements
- Previous year's Tax returns
- Read-only banking login credentials
- Any other relevant financial documents.
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Step 3. EQ/Client Integration
Finally, we begin streamlining the bookkeeping process using Accountant Level 3rd party apps and Bank Feed downloads for easy transaction classification.
By following these steps, we can ensure that new clients are smoothly integrated into our bookkeeping business, setting the foundation for a successful and long-term partnership.
Let’s Collaborate!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.