Onboarding

Ready to get started? Let's go.

The Process

Intro: Book a Discovery call or fill out our intake form.

Complete the questionnaire so we know some basic details about you, and get a general sense of what you're looking for. Wether you are ready to get started, or want to learn more, we'll meet you where you are in the process.

Hire us: Submit payment + Sign Contracts

 Signing up means your committed, and we are too. Choose from several payment options to find the one that's most convenient for you. Choose from monthly, quarterly or yearly plans.

Onboard: Uploading your credentials

ABC Bookkeeping and its professionals will need to access your financials. Dont worry, we dont judge! This is to asses your current situation, learn how to best serve you, and how to optimize your goal planning based on your desires.

Goals and Check-Ins:

Our in-house experts will start reviewing all the information you submitted and start creating a plan that works with your schedule and needs. Depending on your plan, you will receive zoom links + calendar invites based on your availability to keep you updated on your progress and evaluate your progress.

Still have a question?

Text, Call or Email Us. We're here!

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