Client Engagement Roadmap

Step 1: Complimentary Introductory Call

This is a brief, focused call to confirm fit and gather initial information.

During this call, we will:

• Discuss your firm structure, current bookkeeping setup, and growth stage
  
  

• Review your billing process and whether trust accounting is involved
  
  

• Identify immediate concerns or priorities
  
  

• Outline next steps
  
  

This call is complimentary and intended to provide clarity and direction.

Step 2: Paid Diagnostic Review

The Diagnostic Review provides a detailed evaluation of your books and serves as the foundation for all recommendations and pricing.

Diagnostic Review pricing:

• $500 for firms without client trust accounts
  
  

• $750 for firms with client trust accounts
  
  

The Diagnostic Review includes:

• Review of your QuickBooks Online file
  
  

• Evaluation of operating and trust account structure
  
  

• Review of billing workflows and integrations
  
  

• Identification of errors, gaps, or compliance risks
  
  

• Clear, written findings and recommendations
  
  

*The Diagnostic Review is not required for brand-new QuickBooks setups with no prior bookkeeping activity.

Step 3: Custom Quote

Following the Diagnostic Review, you will receive a customized proposal based on the current condition and needs of your books.

Your proposal will outline:

• Recommended services and scope of work
  
  

• Any cleanup or corrective work required
  
  

• Ongoing monthly support, if appropriate
  
  

• Clear, straightforward pricing
  
  

Step 4: Onboarding & Cleanup (If Needed)

Upon approval of the proposal, onboarding begins and any required cleanup or setup work is initiated.

This may include:

• Secure access to QuickBooks and financial institutions
  
  

• Cleanup of historical issues
  
  

• Trust account corrections and documentation
  
  

• Workflow setup for billing, reporting, and reconciliations
  
  

Step 5: Ongoing Support

Ongoing support is then provided to maintain accurate records and ensure continued trust accounting compliance.

Services may include:

• Monthly reconciliations
  
  

• Trust accounting oversight
  
  

• Clear financial reporting
  
  

• Ongoing guidance as your firm grows
  
  

Important Note

Please note: For existing QuickBooks files, a paid Diagnostic Review is required before services are quoted or work begins.

New QuickBooks setups are excluded.