Learn more about our specific accounting, controller & bookkeeping solutions
We believe great financial partnerships start with clarity and trust. Here’s what you can expect when working with Complete Balance Accounting & Consulting
STEP 1
Every relationship starts with a no-pressure, 20-minute discovery call. During this call, we’ll learn more about your business or nonprofit and your financial goals, talk through any current challenges or pain points in your bookkeeping, reporting, or systems, answer any questions you have about our firm or services and determine if we’re a mutual fit to work together.
To get started, just complete our quick screening form and choose a time that works for you. It’s the easiest way to see what we can do together.
STEP 2
After our consultation, we’ll complete a high-level needs assessment to understand the current state of your finances and what support you may need.During this call, you’ll grant us secure, accountant-level access to your QuickBooks Online file (or provide recent financial reports if you're not yet on QBO). We’ll review your systems, workflows, and reporting structure, then we’ll send over a clear, customized proposal that outlines the scope of services, timeline and deliverables, and transparent, flat-rate pricing.
No surprises, just a detailed roadmap to help you move forward confidently!
STEP 3
Once you approve the proposal, we’ll officially kick things off. We’ll send over a welcome email with your onboarding guide and an initial request list so we can start gathering the information we need. We’ll also schedule a kickoff call to walk through your systems, communication preferences, and how we’ll work together moving forward. Our onboarding process is designed to be efficient, informative, and easy on your time.
STEP 4
Now we dive into the work! Our team will complete a full review of your books, assess the current state of your financial systems, and identify any gaps or inefficiencies. Depending on your package, we’ll either clean up your records and/or help streamline your processes so you have a stronger financial foundation. We’ll then build a tailored action plan to move forward!
STEP 5
With your systems in place and your books in order, we’ll transition into ongoing support. You’ll receive regular financial reports and updates, along with proactive guidance to help you stay on track. Whether you need biweekly check-ins or monthly financials, we’ll keep everything running smoothly behind the scenes so you’re never left guessing where things stand.
STEP 6
As your business grows and evolves, your financial support should, too! At year-end, or whenever major changes arise, we’ll revisit your goals and assess whether your current services still align with your needs. We’ll make proactive recommendations and adjust your support as necessary to keep everything working in sync.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
