The Process
Add Me On QuickBooks
Add me as your accountant!
Use: danielsanchezbooks@gmail.com
Calibration Session
After I have some time to develop questions I will send you a video with a questionnaire or we can schedule a Google Meet call to share screens and walk through expense categorization.
This should only happen one a year or so if there are any big issues!
Financial Statements
Be ready for clean monthly financials so you can take them to your tax preparer and feel confident and on top of your finances!
FAQs
I use Shopify and other third party platforms, should I integrate?
If you have an already smooth integrations, awesome. Otherwise, no need! These platforms add messy accounts and can ruin your books, especially if added mid year.
Do you meet regularly with your clients?
We might jump on a quick calibration call at first during the onboarding process. After this, I will likely shoot you text or email to clarify small questions. At the end of the month you will receive a profit and loss and income statement to your email.
Do you support other accounting software?
At this time I only support Quickbooks! They are cleanest and easiest, especially if you decide to use TurboTax for taxes.