Bookkeeping & Accounting
LET'S GET STARTED
Follow the steps below to get started with our bookkeeping & accounting services
Step 1
SIGN AND DATE OUR ENGAGEMENT LETTER
(If you have already done this in the past, you do not need to do so again)
Click the button below to open the letter. Click the arrow in the upper righthand corner to download it.
Once it downloads to your computer, sign and date it.
Then you will upload it to our portal in STEP 3.
Step 2
FILL OUT THE BOOKKEEPING QUESTIONNAIRE
Click the button below to open the Questionnaire. Click the arrow in the upper righthand corner to download it.
Once it downloads to your computer, fill out the entire questionnaire.
Then you will upload it to our portal in STEP 3.
Step 3
UPLOAD YOUR DOCUMENTS
Please upload your documents that you completed in STEPS 1 & 2 onto our secure portal.
Click the button below to access our secure portal link.
Then, upload BOTH documents to the same location.
*Do NOT email them to us.
After you finish STEPS 1-3, you are all set!
A member from our team will contact you shortly.
If you have any questions, email us at [email protected]
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