A known process, not a guessing game
Handing over QuickBooks access to a remote practice is a real ask. Here’s exactly what happens, in order, before anything starts.
1. Free 15-minute call
A conversation about the store, the current setup, and what’s not working. No pitch, no obligation. If it’s not the right fit, that gets said plainly.
2. Written scope and fixed quote
A document listing exactly what’s included, what’s not, the timeline, and the price. Nothing starts until it’s approved in writing.
3. NDA and secure access
A mutual NDA is signed before any file is opened. Work happens from an accountant’s copy or a limited QuickBooks user role — never a bank login, and never full admin access unless genuinely required and agreed in advance.
4. Build or repair
Sync work, cleanup, or ongoing bookkeeping — whatever the engagement covers. Progress updates along the way, not silence until the end.
5. Reconcile and report
Every period is reconciled before it’s reported. A monthly summary in plain language: what came in, what went out, what needs attention.
6. Review and adjust
A short monthly review call, if wanted. As the store changes — new products, new gateways, new markets — the setup changes with it.
Ongoing terms
Month-to-month. Cancel anytime, no notice period, no cancellation fee.
Ready to start with the first call?
Free, 15 minutes, no obligation.