What does a smooth onboarding process look like?
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During the initial call, we will talk about everything about your business, how you see it growing, and what improvements you would like to see.
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As we proceed, we will have a questionnaire filled out during the call to evaluate the service package that best suits your budget and needs. Everything is customizable!
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During this step, we will help you set up your QuickBooks Online account if you don’t have one yet. If you have one already, we will take charge of the transition from your previous bookkeeper, making it a painless process for you!
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We will take over everything from here and you will be able to focus on growing your business at full speed!