Create or login to your existing QuickBooks profile to add our firm as your preferred accountant. We have included additional instructions and a video below.
3. Select the 'Accountants' or 'Accounting Firms' tab.
4. Enter your advisors email address, then select 'Invite'
Once you have connected our firm to QuickBooks, schedule an onboarding call with your advisor. During the onboarding call, the advisor will review the status of your books, and confirm the financial accounts you have connected to QuickBooks.
After your onboarding call, your advisor will send a list of documents required for our services to begin. The most common documents requested include your previous tax returns, your bank statements, and your loan agreements.
Once your advisor receives all requested documents, they will begin categorizing your transactions, and reconciling your accounts. Getting your books in order is usually completed within 30 days. In rare instances, it may take longer to get your books in order depending on the timeliness of documentation, and the complexity of your books.
Once your books are in order, your advisor will categorize your transactions each day, and send you weekly reports. By the 10th day of each month, your advisor will reconcile all of your bank statements, and close the books for the previous month.
As the next fiscal quarter approaches, your advisor will send you a report of your anticipated tax liability. Our tax services will prepare, file, and pay your outstanding tax liability with a timely remittance to avoid tax penalties.
