New Client Checklist

You’ll find everything you need to get started with us down below.

If you’re here, then you have:

Had Your
Introductory Chat

Shared Previous
Tax Returns

Chosen your Level
of Service

Signed Your

What We Need From You:

Fill In Your Client Intake Form

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.

Give Us QuickBooks Access

You can use these instructions to add us ([email protected]) to your QuickBooks Online.

Upload Your Business Documents

Log into Verifyle and upload any applicable documents:

Grant OBG Access

Watch for an email from Ohio Business Gateway as we will be requesting third party access to your account. (Note: there is nothing for you to do at this moment.)

Schedule Kick Off Meeting

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.

Over the Next Few Months

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:

Getting Started

  • kick off meeting
  • set up QuickBooks

Fix Any Messes

  • fix messy books

Troubleshoot Issues

  • Your top issues put on our radar
  • we’ll dive into your pain points

Start Monthly Reports

  • you’ll receive monthly insights
  • we’ll check in – how is it going?

Strategic Planning

  • proactive tax planning
  • quarterly strategy meetings

Have a Question We Didn’t Answer?

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!