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HOW OUR BOOKKEEPING QUOTE PROCESS WORKS

We believe in transparency and clear expectations from the start.

Step 1: Request a quote or schedule a prospect meeting

Submit a short request form or book a meeting with our team.

Step 2: Share read-only accountant access

We’ll request accountant-level access to your bookkeeping software to review transaction volume and complexity.

Step 3: Review and recommendation

We assess your books and recommend a service scope aligned with your needs.

Step 4: Engagement and onboarding

Once approved, we move forward with onboarding and ongoing support.

HOW DO I SHARE ACCOUNT ACCESS FOR A QUOTE?

To provide an accurate quote, we request read-only accountant access to your bookkeeping software. This allows us to review your records without making changes.

QuickBooks Online

  1. Go to Settings 
  2. Select Manage users
  3. Choose Accounting firms
  4. Click Invite
  5. Enter our firm’s email address
  6. Assign Accountant access