Business Accounting Process
A Structured Approach to Business Accounting
Our Business Accounting Process helps Arizona businesses understand their accounting needs, assess accounting conditions when needed, and plan appropriate next accounting steps.
A Structured Approach to Business Accounting
Every business has different accounting needs. Some businesses require ongoing accounting support, while others may need cleanup, stabilization, or additional financial oversight before reliable financial reporting can be achieved.
Our process begins with a complimentary Business Accounting Discovery Call (up to 20 minutes) to understand your accounting needs, financial reporting goals, and determine the appropriate next steps. When appropriate, we may recommend an Accounting Diagnostic Assessment before defining the scope of work and recommending accounting services.
Remote Accounting & Technology
Convenient. Secure. Connected.
Remote accounting uses secure technology, a client portal, and accounting software to coordinate accounting services and exchange financial information without requiring routine in-person meetings.
Most accounting services are provided using QuickBooks Online. Appropriate access to accounting records and supporting documentation is generally required based on the scope of services.
If your business uses other accounting software, contact our firm to determine whether we can provide services using your existing accounting system.
Clients are responsible for maintaining active software subscriptions and providing required access and supporting documentation.
Before We Begin
Our complimentary Business Accounting Discovery Call (up to 20 minutes) is an opportunity to learn about your business, understand your accounting and financial reporting needs, answer general questions about our services, and determine the appropriate next steps.
Discovery Calls are introductory meetings designed to determine whether our services are a good fit. Project-specific consulting, implementation, technical accounting guidance, and detailed recommendations are provided through a separate professional engagement.
Our Business Accounting Process
STEP 1 — Discovery Call
We begin with a complimentary Business Accounting Discovery Call to determine the appropriate next steps based on your business's accounting and financial reporting needs.
STEP 2 — Assess, If Needed
When accounting conditions are unclear, an Accounting Diagnostic Assessment may be recommended to identify conditions requiring attention or further analysis and plan appropriate next steps.
STEP 3 — Define Scope
Based on the business needs and available accounting information, we define the appropriate scope of accounting work.
STEP 4 — Recommend & Price
We recommend and price the accounting services based on the defined scope of work and accounting needs of the business.
STEP 5 — Engage & Onboard
Once the scope of services has been agreed upon, a formal engagement outlines responsibilities, fees, and the agreed services before onboarding begins.
STEP 6 — Perform Services
We perform the agreed accounting services based on the defined scope of work and accounting priorities.
Reliable Financial Information for Better Decisions
Our structured accounting approach helps businesses build a stronger accounting foundation, improve accounting reliability, gain greater financial visibility, and make more informed business decisions.