How it works
Pick the model that fits each client. Access runs through your QuickBooks Online Accountant account, and every month ends with a close package by the 10th.
You can use both. Some clients may fit one model better than the other.
I work under your firm's brand.
Best when you want to offer bookkeeping as part of your own service and keep one relationship with the client.
You refer the client to me for bookkeeping.
Best when you don't want to bill or manage bookkeeping, but want the books clean when tax time comes.
Access
No shared logins. Nothing changes in the client's QuickBooks file.
Invite me as a team member in your QuickBooks Online Accountant account.
I see the clients you assign and nothing else.
Turn it off client by client, or remove me from your team entirely.
The 60-day trial
Sixty days covers two monthly closes, so you can judge the work before adding more clients.
We talk through your firm, your clients, and which model fits.
Including the confidentiality and non-solicitation agreement.
Add me to your QBOA team and turn on access for one or two clients.
Delivered by the 10th of the following month.
The monthly close
The month ends, I close the books, and the package is in your hands by the 10th.
Bank and credit card statements for the month are pulled.
Transactions categorized, accounts reconciled, P&L and balance sheet prepared.
Reconciliations, open questions, and notes on anything unusual.
You review the package. I answer questions and make any changes you ask for.
Book a free call. We'll look at your client list, pick trial clients, and set a start date. You'll get the first close package by the 10th of the following month.
Book a free call