How We Work Together

Our proven 4-step process ensures your QuickBooks® Online implementation is smooth, comprehensive, and sets you up for long-term success.

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From Chaos to Clarity in 4 Steps

We've refined our process over years of helping businesses like yours. Here's exactly what to expect.

1

Discovery & Assessment

30-60 minutes

We start with a comprehensive understanding of your business and current challenges

What we do:

  • Free initial consultation call
  • Review current bookkeeping situation
  • Identify pain points and challenges
  • Discuss goals and expectations
  • Assess QuickBooks® Online setup (if existing)
  • Determine best service approach

You receive:

  • Written assessment summary
  • Custom service recommendation
  • Detailed project timeline
  • Transparent pricing proposal
Step 1
2

Planning & Preparation

1-2 weeks

We create a detailed roadmap and gather everything needed for success

What we do:

  • Document current processes and systems
  • Gather historical financial data
  • Identify required integrations
  • Create custom chart of accounts
  • Plan data migration strategy
  • Schedule implementation timeline

You receive:

  • Detailed project plan
  • Custom workflow design
  • Data collection checklist
  • Implementation schedule
Step 2
3

Implementation & Setup

2-4 weeks

We get your systems up and running with precision and care

What we do:

  • QuickBooks® Online setup or optimization
  • Historical data import and cleanup
  • Bank and credit card connections
  • Custom reports and dashboards
  • User access and permissions
  • Initial transaction processing

You receive:

  • Fully configured QuickBooks® Online system
  • Imported historical data
  • Custom financial reports
  • User training materials
Step 3
4

Training & Ongoing Support

Ongoing

We ensure you're confident and provide continued support for your success

What we do:

  • Comprehensive QuickBooks® Online training
  • Best practices guidance
  • Monthly financial reviews
  • Ongoing system optimization
  • Priority support access
  • Regular check-ins and updates

You receive:

  • Training sessions and materials
  • Monthly financial reports
  • Ongoing support access
  • System updates and improvements
Step 4

Typical Timeline

Week 1

Discovery & Planning

Initial consultation, assessment, and project planning

Week 2-3

Setup & Implementation

QuickBooks® Online configuration, data import, and system setup

Week 4

Training & Testing

User training, system testing, and final adjustments

Week 5+

Ongoing Support

Monthly maintenance, support, and optimization

What Makes Our Process Different

Personal Attention

You work directly with Sue, not junior staff or offshore teams. Every detail gets expert attention.

Education First

We don't just fix your books – we teach you how to maintain them confidently and independently.

Clear Communication

Regular updates, plain English explanations, and transparent progress tracking throughout the process.

Success Stories

Rodriguez Landscaping

"From 20+ hours per month struggling with bookkeeping to having everything automated and organized in just 4 weeks. Sue's process was thorough and she made sure I understood every step."

• 3-year-old landscaping business• 15 employees• $2M annual revenue

Chen's Auto Repair

"The cleanup process was amazing – Sue found errors going back 2 years that our previous bookkeeper missed. Now our monthly reports are accurate and we can actually make informed business decisions."

• 10-year-old auto shop• 8 employees• Multi-location business

Ready to Start Your Journey?

Let's begin with a free consultation to assess your specific needs and create a custom plan for your success.

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