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Understanding our client's onboarding process

1-Initial Contact & Consultation (Free!)

We start with a friendly conversation about your business needs. During this free consultation, we'll:

Understand your business structure and goals
Discuss your current accounting challenges
Answer all your questions
Explain how we can help streamline your finances
Available in English, Spanish, or Greek

meeting with accountant

meeting with accountant

2-Service Plan Selection

We'll help you choose the perfect plan for your business and sign the contract:

Standard Plan: Ideal for small businesses with basic bookkeeping needs
Premium Plan: Enhanced services, including payroll for up to 2 employees
Custom Corporate Plan: Tailored solutions for specific business requirements
Special Note: Non-profit organizations receive a 20% discount on all plans!

3-Document Collection

Getting started is easy and secure:

We provide access to our secure Dropbox system
Document checklist provided
Assistance with organizing your financial documents
Safe and encrypted file transfer process

Collecting accounting information from clients

Collecting accounting information from clients

4-Account Setup

We handle all the technical details:

Setup of your dedicated account in our system
Integration with QuickBooks Online or Sage 50
Configuration of Dext for receipt management
Setup of Wagepoint for payroll (if applicable)

Setting up accounting software needed for our clients

Setting up accounting software needed for our clients

5-Service Implementation

Your dedicated team begins:

Initial financial review and organization
Setting up your customized reporting structure
Establishing regular communication channels
Creating your personalized accounting and bookkeeping service schedule

bookkeeping services

bookkeeping services

6-Ongoing Support

We're always here for you:

24/7 customer service accessibility
Regular financial updates and reports
Monthly review meetings
Continuous support via email, phone, or chat