Working With Us

Maybe you've never worked with a remote bookkeeper before. Maybe you've never worked with a bookkeeper at all! Bookkeeping is inherently a collaboration between the business owner—that's you!—and the service provider—that's us! Here's our system to make sure that we can serve you with diligence and integrity.

Phase 1: Discovery

First, we'll explore the needs of your business. During this phase, we'll take a look at your QuickBooks Online subscription (if you have one) to assess your situation. Then, we'll use Anchor to provide a quote and set up your service agreement.

Phase 2: Onboarding

Next we'll have a kickoff call to get you oriented in our proprietary client portal. Depending on the work to be done, you may need to upload statements, receipts, or other financial records. Depending on your comfort level, you may set us up with read-only access to bank and credit card accounts. This is also the time when we'll configure and validate any integrations, payment clearing systems, or changes to the chart of accounts. 

Phase 3: We Get It Done

Once we have what we need, we go to work. For a new client this typically means cleaning up confusing history, catching up several months of incomplete work, and getting your books current to the most recent monthly close. If—or, let's be real, when—we have questions for you, we'll collaborate on pending items in our client portal.

Phase 4: We Keep Getting It Done!

We want to keep your books in great shape, month after month, so that whatever problems we just solved don't happen again. Every month, we'll be in the driver's seat to make sure every transaction is documented, every account is reconciled, and you have a clear picture of where your business stands.