Know Exactly What to Expect
You work directly with the owners, not junior staff. Here’s our complete 9-stage process from first contact to monthly service.
Lead Capture
You find us through Google, LinkedIn, referral, or AMH Accounting. Fill out a quick form or call directly. Response goal: same business day.
What We Handle
- ✓Quick contact form
- ✓Direct phone line
- ✓Same-day response
What You Provide
- →Name and business info
- →Brief description of needs
Discovery Call
30 minutes
We learn about your situation – how behind are your books, what systems you use, what is broken, what keeps you up at night. We listen, we do not sell.
What We Handle
- ✓Qualify fit
- ✓Understand your situation
- ✓Answer your questions
What You Provide
- →Your time
- →Honest answers about your books
Proposal Prep
48 hours
We review discovery notes, determine the right tier, assess cleanup scope, and build your custom proposal.
What We Handle
- ✓Full proposal
- ✓Service agreement
- ✓Clear pricing
What You Provide
- →Patience (just 48 hours)
Proposal & Close Call
30 minutes
We walk through the proposal, explain the recommended tier and why. If ready, we sign and collect first payment right on the call.
What We Handle
- ✓Explain recommendations
- ✓Answer final questions
- ✓Send agreement
What You Provide
- →Decision
- →First payment
Kickoff Call
30 minutes (within 48 hours)
Set clear expectations, establish communication cadence, and provide access to your shared document folder.
What We Handle
- ✓Communication plan
- ✓Document checklist
- ✓Timeline
What You Provide
- →Commitment to the process
Onboarding
5 business days
Once all documents are received, we set up or clean up your QuickBooks, establish chart of accounts, and begin building your SOPs.
What We Handle
- ✓QBO setup/cleanup
- ✓Bank feed connections
- ✓System configuration
What You Provide
- →QBO login
- →Bank/credit card statements (12 months)
- →Recent tax return
- →CPA contact info
Cleanup & Catch-Up Phase
If your books are behind, we fix them. Duration depends on complexity. You receive regular progress updates throughout.
What We Handle
- ✓Historical cleanup
- ✓Reconciliation
- ✓Error correction
What You Provide
- →Any missing documents we request
Cleanup Review & CPA Handoff
We walk you through what was done, show you your current numbers, and hand off to your CPA for tax planning.
What We Handle
- ✓Review meeting
- ✓Documentation
- ✓CPA coordination
What You Provide
- →Your time for the review
Monthly Recurring Service
The long-term relationship begins. Clear expectations, regular reporting, proactive communication.
What We Handle
- ✓Monthly bookkeeping
- ✓Financial statements
- ✓Ongoing support
What You Provide
- →Continued access
- →Timely responses
Ready to Get Started?
Book a discovery call and we’ll take it from there.