In the busy world we live in now, your time is a commodity that is limited. At Stary Ledgers, we understand this and strive to make the consultation and onboarding process as streamlined as possible. We do this by being as thorough as possible upfront to minimize the number of times contact is needed.
Once you send a request to us, we then send you a short form. We ask you to fill this out so we can gain some context about your business and what your needs are. We will also ask for read only permissions on your Quickbooks account so we can gain an understanding of the position your books are in currently. These are asked of you to help respect your time and ours by making sure we are a good fit before we have a detailed conversation.
After we have reviewed the form and see what your books look like, we can then have a conversation about needs and wants instead of fact finding. We will set up a time to have a roughly 30 minute call to go over these details of what you would like us to handle for you.
With so many types and sizes of businesses, the needs of each business can vary dramatically. We have created a system that takes into account the various needs a company runs into when it comes to bookkeeping. This allows us to take each company's individual needs and provide an accurate fixed price fee. This is again to respect you and eliminate hourly rates so you are not left wondering how much you will end up paying. You will know upfront what that cost is based on our initial conversations and seeing your books firsthand.
After our conversation and your pricing is calculated, we will send you a proposal email summarizing your information, services being provided, and your fixed price. After you have reviewed this and confirmed everything is correct, we will send over the services agreement and appropriate forms to complete before services are initialized. Recurring services will then be charged by autopay on the 1st of the month through
Quickbooks.
If you are new to Quickbooks Online and require an account setup, or maybe need to adjust how the account is set up in order to properly use it, we can handle that for you. Either as a one time service or at the initial start of service. We will ask for your current books in an excel or csv format along with your chart of accounts so that we may enter your information into Quickbooks. Payment is expected to be 50% upfront and the remaining when completed.
Cleanups, when needed, can be done as a one time service or done at the start of recurring monthly service. This service goes through the same process as recurring services to gain a complete understanding so we can provide our fixed price to you. Payment is expected to be 50% upfront and the remaining when completed.
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