What happens next?

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📧  Don't worry, you'll receive a reminder email the day before and 1 hour before our scheduled call, and the link to the meeting will be in the email for your convenience.

 

🗓  You'll also receive a calendar appointment which you can add to your Google or Outlook calendar and the Zoom link for your meeting. Look for an emailed calendar invite.

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📃  In 1 to 2 business days we will send you a Non-Disclosure Agreement before we meet so that you can have some peace of mind. Even before we start an engagement together, we want you to feel comfortable sharing your business details with us. Trust is everything, and we will strive to become your trusted advisor.

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🔑 Next, in order to provide the best consultation experience, we are going to ask for access to your current QuickBooks file. If you don't have one yet, then don't worry about this part, we'll discuss your needs in the meeting. Remember, you don't need to take a shower before you take a bath. In other words, don't worry about trying to "clean up" your books before we meet. That's what we're here to help you with. Plus, you've got better things to do.

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If you have an online file we'll share some instructions for how to invite us as an accountant user.

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If you have a desktop file, we'll have you upload a backup file to us using our Secure Share link system.

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💻 Then, we meet! We'll join the Zoom meeting on the day and time of your scheduled appointment. In this meeting, you can tell us more about your business and what you need so we can get the full picture.

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We will be in touch via email, and we're looking forward to getting to know you!