From In-House to Outsourced
Discovery Call |
Proposal Meeting |
On-Boarding |
This is a 30 minute phone to see whether or not we would be a good fit to work with. If both parties agree we move on to a proposal meeting.
|
During your proposal meeting we will go in depth on your business, your needs, and how we will meet them. During the meeting we will provide you with your formal proposal. If you accept the proposal we then begin the on-boarding process.
|
This is the exciting part. During on-boarding we will set up your Quickbooks Online account as well as other integrated applications such as Fathom, Gusto, Bill.com, and others.
|
If you use a pop-up blocker the scheduler may not show! In that case click this link: Discovery Call Scheduler Direct Link