You’ll find everything you need to get started with us down below.
We made it really simple to get started with us. Fill out your personal and business details with our secure form to get started. This will take 10-15 minutes.
You can use these instructions to add us to your QuickBooks Online (use the email [email protected]).
Log into Verifyle and upload any applicable documents:
Watch for an email from Ohio Business Gateway as we will be requesting third party access to your account. This step only applies to Ohio businesses. (Note: there is nothing for you to do at this moment.)
Finally, schedule your kick off meeting with one of our team members! We recommend scheduling your kick off call within the next 7 days, if possible.
These first few month are crucial. We’ll be in touch regularly to ensure we build the best foundation for success. Here’s what you can expect:
We handle more than the average accountant. So, don’t treat us like one! Drop us a line any time you have a question or just need a sounding board. That’s what we’re her for!