Onboarding made Simply Clear, let’s create a path to success.
Our Simple 4-Step Onboarding Process
At Simply Clear Accounting, we make transitioning to our bookkeeping services effortless and efficient. Whether you’re starting fresh or switching from another provider, our streamlined onboarding process ensures minimal disruption and maximum accuracy.
We’re with you each step of the way.
We’re excited to be on your team.
Proficient Planning
Strategic Tactics
Accurate bookkeeping isn’t just about recording transactions, it’s about building a rock-solid financial foundation for your business.
Review
Maximize Accuracy
Our bookkeeping and team of experts handle most of the work, making bookkeeping simple for you. However, there are some things about your business only you can provide.
Financial Management
Effortless Organization
Occasionally, we may need additional documents, such as account statements or receipts, to ensure the information we have is accurate. Sharing files with your bookkeeping team is quick and easy—just upload the document, and we’ll handle the rest.
Frequently Asked Questions
How long does it take to do my bookkeeping each month?
We put a plan together to accommodate your needs, which is discussed upfront. The time required to do your bookkeeping each month depends on several factors, including:
Current Bookkeeping Package – Advanced & Professional Packages require more completion time. More detailed financial tracking, customized books, review, and adjustments play into making sure your books are accurate.
Transaction Volume – More transactions mean more categorizing, reconciling, and reviewing.
Business Complexity – Additional bookkeeping is needed if you have multiple revenue streams, employees, inventory, or various locations.
Consolidations – More review time and reconciliations take place if you have multiple business systems, such as POS systems, payroll providers, workflows, etc.
Where do I start?
Simply contact our team, share your financial goals, and we’ll quickly develop a customized plan that simplifies your books!
What does my bookkeeper do?
Your dedicated bookkeeper categorizes your transactions, reconciles accounts, and prepares your financial statements. We’ll highlight what needs your attention with unknown or unusual transactions and work with you to keep your books clean and organized.
How do I communicate with my bookkeeper?
Collaborating with your bookkeeper is as easy as sending them an email or booking a call. No charge. We strive to create a process as easy as just uploading documents each month. One-to-one bookkeeper support is included in your plan and we’re always happy to help.
What happens if I take a long time to respond to Simply Clear’s requests for information?
Timely responses help your bookkeeping team keep your books up to date and avoid delays. Empowering you to make informed, impactful decisions for your business.
What is our billing process?
We require an auto ACH for the monthly base plan dues. We’ll invoice you separately for the additional services as we go.
Ready to jump start your finances with the right bookkeeping partner?
Contact us today and experience the difference that Simply Clear can make!