To help you get started, here’s a clear breakdown of what our onboarding process looks like and what you can expect in the first few weeks.
Step 1 – Getting Your Software Ready
All of our bookkeeping work takes place in QuickBooks because it’s reliable, widely used, and trusted across the accounting industry, including by our CPA partners.
- If you already have QuickBooks: We’ll request access to your subscription.
- If you don’t: We’ll help you select the right subscription for your needs and send you a payment form so we can set up automated billing.
Our goal in this step is simple: make sure your software is set up correctly so we can begin managing your books smoothly.
Step 2 – Paperwork to Get Started
Next, we’ll send over two important documents:
- Client Data Sheet – This form gathers the key information we need to manage your books effectively.
- Engagement Letter – This outlines the services we provide, expectations on both sides, and the agreed-upon rates.
Once these are completed, we’re officially ready to move forward.
Step 3 – Your Onboarding Meeting
In this meeting, we’ll walk through the core elements that ensure your bookkeeping is accurate and efficient:
- Share screens and connect your bank feeds
- Verify whether bank statements import automatically (and set reminders if they do not)
- Review reconciliations and confirm accounts payable/receivable
- Verify your business entity status with the Secretary of State
- If applicable, connect payroll reports and MassTaxConnect
- Learn more about your workflow so your QuickBooks setup reflects how your business actually operates
This meeting gives us a complete picture of your financial processes so we can support you properly.
Step 4 – What We’ll Need From You
To keep your books running smoothly and updated on schedule, we ask that you:
- Provide timely access to bank and credit card statements
- Let us know about major business or financial changes
- Respond to requests within a few business days when possible
The more timely the communication, the easier it is for us to maintain accurate, up-to-date financials on your behalf.
Step 5 – What’s Next?
Here’s an example of what your first few weeks with us may look like. Timelines vary, but this gives you a general idea:
Week 1: Paperwork completed, statements received, QuickBooks access granted
Week 2: We begin your bookkeeping and establish a custom workflow
Week 3: We complete your bookkeeping, review everything, and communicate with your CPA as needed
Monthly: Your books stay current with regular updates, communication, and financial reports
Our goal is consistency—so you always know where your business stands financially.
We’re Here to Help
If you have questions at any point—about onboarding, QuickBooks, your documents, or anything else—our team is just a message or phone call away.
💬 Contact Us:
📞 508-655-2255
🌐 www.yourqbguru.com