Five steps, from the first call to the year-end return.
The call
A short conversation about where the books stand today, what the organisation needs, and whether the practice is a fit.
The file review and quote
A look at the actual file, or the absence of one, followed by a fixed monthly quote based on transaction volume, funding sources or revenue streams, and payroll.
Onboarding and access
QuickBooks Online access, bank and card connections, and any migration off a prior system, with opening balances that tie.
The monthly cycle
Transactions captured and coded, accounts reconciled, review and adjustments applied (the repetitive steps run on configured automation, reviewed and signed off by me), and the close explained in a monthly package by the 10th.
Year-end handoff
The file that closed every month becomes the file the year-end return is prepared from, by the person who closed it.
See it applied to your file.
Start with a short call.