The ProfitNet Process

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Step 1: New Client Consult

We make it easy to get started! Simply visit this link to schedule a chat with one of our experts at a time that works best for you.

During this call, we'll dive into what matters most to you - your business, your goals, and your challenges.  Are you facing specific hurdles? Maybe you're aiming to meet a financial or operational target, or there's a feature you've seen elsewhere that you'd love to have in your business.  Whether it's securing a loan, streamlining operations, or simply finding better ways to do things, we're here to help!

Step 2: Preliminary Review (for existing QuickBooks Online Users)

After our consultation, if you're already using QuickBooks Online, we'll ask for access to your existing accounting file.  Don't have one? No worries - Step 3 will cover everything from scratch.

If you do have a file, we'll thoroughly review your transaction history, chart of accounts, integrations, and reconciliations.  This helps us understand where things stand and how to get your books up-to-date, clean, and compliant.

Step 3: Proposal of Service - Set Up/Tune-Up

Now comes the exciting part - crafting a plan just for you!  After our consultation and review, we'll create a personalized service proposal tailored specifically to your business's needs and budget.

Forget cookie-cutter solutions.  Every business is unique, and we take the time to design a proposal that fits your specific goals and challenges.

Step 4: Bookkeeping Tune-Up (existing QBO Users) or QBO Set-Up (new QBO Users)

In this step, we'll either clean up your existing QuickBooks Online file or set one up from scratch.  For those with an existing file, we'll meticulously review and reconcile each Balance Sheet account, ensuring everything is accurate and up-to-date.  We'll also make sure your chart of accounts is organized, complete, and tailored to your business.

If you're starting fresh, we'll seamlessly compile all data, ensuring that your QuickBooks file is designed for accuracy and efficiency from day one.

Step 5: Secondary Review

After the initial clean-up or set-up, we'll revisit the progress made together.  In this step, we'll gather any missing details/information, address any questions or concerns, and discuss your goals for ongoing bookkeeping and accounting services.  This ensures we are aligned with your expectations and ready for the next phase.

Step 6: Proposal of Service - Ongoing

Now that we have a full understanding of your financials, we'll put together a fixed-rate, monthly service plan customized to your ongoing needs.  Whether it's routine bookkeeping, financial reporting, or deeper insights into your numbers, we'll create a scope of services that fits both your goals and budget.

Step 7: Ongoing Services/Deliverables

With everything in place, our team will begin providing the ongoing services outlined in your plan.  You can expect consistent, high-quality support as we help you manage your books, provide key financial insights, and keep your business on track for success.  We're here to support your growth and ensure your financial foundation is strong.