Becoming a Customer

YOU'RE JUST WHAT I'VE BEEN LOOKING FOR. WHAT ARE THE NEXT STEPS?

Call us. Even though our pricing quotes are unique from customer to customer, our process is very standardized.

HOW LONG DOES IT TAKE TO GET UP AND RUNNING?

It depends on the complexity of your business, how long the books have been neglected, and how responsive you are in answering questions during the cleanup process. We've had companies up and running in as little as one week or as long as several months. We typically have the basic setup including bill paying, payroll, and regular daily accounting services ready to go within a week or two, but extensive cleanup can delay the first closing of the books by several weeks or even months.  Your ongoing cooperation and responsiveness to questions is critically important in determining that timeline.

WHAT AM I RESPONSIBLE FOR AS THE BUSINESS OWNER?

You are ultimately responsible for your business. We don't want to turn you into an accountant or a technician. We want to help you realize your role as a responsible business owner. As such, you need to communicate with us effectively through frequent discussions and by bringing up any and all questions and concerns.

You also need to provide us with all documentation necessary to support your accounting information (i.e., receipts, bills, invoices) - although we can help you streamline this workflow. You should focus on managing the other areas of your business, particularly operations, including placing purchase orders, managing inventory, working with the cloud inventory, and all the other responsibilities of an ecommerce business owner. You should plan to make time to understand your financial results through monthly consultations with your virtual controller.