Full-Service Accounting

Business Operations
How does your company get paid? Which system is used for clients and customers to pay you?
Are there any delinquent invoices that have gone unpaid?
In 5 steps or less, what is the onboarding process for new clients and customers that engage with your business? Please start at the Sales and end at client paying the business.
Please list your top 3 services and their applicable rates.
Do you currently have an inbox where your customers and clients ask accounting related questions?
Do you use Cash app, Venmo, Zelle to make or receive payments? Please specify.

Business Goals & Growth
Annual Gross Revenue from previous year
What is your revenue goal for this year?
How many clients served per month (estimated)?
How are your clients finding you?
What are some high-level action steps that you are willing to take in order to achieve that goal? These can be loose/brainstorming ideas.
Do you have any additional sales strategies that you would like to explore this year?

Instructions for Bank Access
Please navigate to our Bank Access page to allow our team to gain access to bank statements for monthly reconciliation.
Please confirm you have setup bank access.

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My Subscriptions

Level 1Billed monthly

$7,500.00 for each month

Level 2Billed monthly

$10,500.00 for each month

Level 3Billed monthly

$15,000.00 for each month

Verify Your Account
Stripe verifies your account by depositing two small amounts into your bank account.Enter these two deposits into the text boxes below, and click on the Verify button
First Deposit:
Second Deposit:

Banking and funds