Business Accounting Process
A Structured Approach to Business Accounting
Understand your accounting needs and determine the appropriate next steps for your business.
Understanding Your Accounting Needs
Our Business Accounting Process begins with understanding the specific accounting and financial reporting needs of your business. Some businesses require ongoing accounting support, while others may need cleanup, stabilization, or additional financial oversight before reliable financial reporting can be achieved.
When appropriate, we may recommend an Accounting Diagnostic Assessment to identify accounting conditions requiring attention before defining the scope of work and recommending accounting services.
Remote Accounting & Technology
Convenient. Secure. Connected.
Our Business Accounting Services use secure technology, beginning with a secure client portal and supported by accounting software—allowing us to work with you remotely without routine in-person meetings or taking you away from your business operations.
Accounting information and supporting documents can be securely exchanged through our client portal or accessed directly through your accounting software.
Most accounting services are provided using QuickBooks Online. If your business uses another accounting system, contact us to determine whether we can work with your existing software.
Sensitive documents and completed financial reports are securely exchanged through our client portal rather than unsecured email.
When appropriate, local in-person appointments may also be arranged at your place of business or another mutually agreed-upon location.
Our Business Accounting Process
STEP 1 — Discovery Meeting
We begin with a complimentary Business Accounting Discovery Meeting (up to 20 minutes) to discuss your business's accounting and financial reporting needs and determine the appropriate next steps.
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.
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
A structured accounting process can help you better understand your financial information and feel more confident about the decisions you make for your business. We welcome the opportunity to learn more about your accounting needs, answer your questions, and help you determine the appropriate next step.