Use the estimator to define what's needed for the client.
When you are ready for us to begin, we’ll have our intake specialist provide a list of things needed to the person you specify. You’ll tell us how you want to be billed (to you or direct to the client).
We’ll be able to start working on the tasks with just a few days. At month-end, an invoice will be generated for the upcoming month, with 10-day terms. For ongoing work, a first month’s payment is collected at intake.
What we need to know
Below is a high level view. Download the checklists below for more detailed information.
- Accounting method
- Bank account info
- Debit card transactions/month
- Credit card transaction/month
- How to handle receipts
- QuickBooks version
- Who will pay their bills
- Employee/contractor info for payroll
- Do they collect sales tax?
- How to handle invoices?
- Who interacts with vendors and customers
- Financial statement frequency
We can typically begin processing the work for a client within 5 days of intake.
How to prepare your client?
Here’s a checklist you can give to your client.
White Label checklist if our services will be billed through you.
Blazej checklist if you want them to work with us directly.
Estimate the cost of our services to your client
Use our online estimator to determine fees for the exact services your client requires.