Contact us to schedule your FREE 30-minute consultation. We'll ask some basic questions to get to know each other and identify your pain points and wants and needs regarding your accounting and bookkeeping. We will give you a brief overview of what we do and how it can help your specific situation. If you are interested in a proposal, we'll ask you to provide us accountant/read-only access to your Quickbooks Online file (if applicable) and additional records as needed (i.e. bank statements, tax return, etc.).
We will perform a diagnostic review of your financials to determine the current status of your books and estimate the workload based on the volume of transactions and other characteristics unique to your business. We will use this information to develop a comprehensive proposal, which will be provided to you for review.
At this point, you have reviewed our proposal and can't wait for us to start digging in and bringing calm and clarity to your financials. However, before we do that, we both will sign an engagement letter. This is a written agreement between Avallon Accounting Solutions and your company. It may sound intimidating, but it simply outlines the scope of work that we have agreed on and what we are both responsible for. This is NOT an extended contract. As you will see in the engagement letter, both parties are entitled to walk away with 30 days notice.
We will complete the items on our onboarding checklist and be on our way to providing you with clean and accurate financial records. The first few months will likely require more communication as we familiarize ourselves with your business, but this will decrease over time.
With us doing the heavy lifting on the accounting side, you are FREE to get back to get back to doing what you're passionate about. We look forward to helping you achieve your goals!
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