Starting with a new accounting partner doesn't have to be complicated. Our process is designed to make the transition smooth, organized, and collaborative—so you can move forward with confidence knowing your financial information is accurate and meaningful.
Every relationship starts with a conversation.
After reviewing our services and estimating your investment, you'll have the opportunity to schedule a discovery call. This is a chance for us to get to know each other, learn about your business, and understand what you're looking for.
During our conversation, we'll discuss:
I'll also explain how Aware works, what to expect during onboarding, and how we'll support you through the ongoing bookkeeping process.
If it feels like we're a good fit, the next step is providing access to your QuickBooks Online account so I can better understand your current financial setup.
Once I have access to your QuickBooks Online account, I'll complete a detailed review of your books to understand where things stand today.
This review allows me to confirm your ongoing bookkeeping investment and identify opportunities to improve your financial reporting.
I'll look for items such as:
After completing the review, I'll send you a confirmed quote, recommended onboarding fees (if applicable), my findings, and a service agreement for your review.
This process typically takes a few business days. My goal is to provide a thoughtful assessment and a clear plan forward.
Once everything is approved, we'll begin building a strong financial foundation.
The onboarding process typically includes:
Most onboarding projects are completed within two weeks. Once complete, we'll schedule time to review the results together.
Your books should reflect how you think about your business.
During our onboarding review meeting, we'll walk through your financial statements together and make sure your accounts are structured in a way that provides useful information.
We'll review:
This is where we make sure your financial information is organized around the decisions you need to make.
We'll also review expectations moving forward, including:
Once onboarding is complete, the ongoing bookkeeping process begins.
You'll have accurate, up-to-date financial information and a partner who understands your business. Instead of simply recording what happened, we'll help you understand what your numbers mean and how they can guide better decisions.
That is the goal of Aware: providing the clarity and insight you need to confidently run your business.