When businesses switch accountants, many firms simply carry forward whatever was done in the past. We never do that. Instead, we begin by understanding you, your business, and where you are headed. From there, we build an accounting system and map out tax saving opportunities around the way your business actually operates, rather than simply replicating how things were handled in the past.
That foundation enables us to provide proactive guidance. The better we understand your business, your goals and challenges, the better we can serve you.
For most clients, onboarding takes about 45 days from the day you sign.
We establish the foundation of our partnership by reviewing the services you are receiving, how we communicate, and what you can expect during onboarding and beyond.
During the call, we discuss:
By the end of the call, you’ll have a clear understanding of the onboarding process and what happens next.
The implementation phase is where the real work begins. We start by connecting to your books, payroll systems, and bill pay.
Key activities during implementation include:
Our goal is to ensure your books are clean, accurate, and reflect how your business operates.
Once your books are in good shape, we’ll walk you through your first set of financial statements. We’ll explain what the numbers mean, why they matter, and how to use them to make decisions.
In this stage, we:
At this point, you should feel confident in your numbers and how Book Pillar supports you moving forward.
Onboarding Checklist
ACCOUNTING ITEMS
TAX ITEMS
Please share a few details so we can make the most of our time together.