Welcome to Accounting Prose!
Thanks for signing on with us! We're excited to get started and are looking forward to meeting you. An email outlining our next steps will arrive in your inbox shortly, but if you're anything like us, you like to be extra prepared.
If you get stuck and need a little help completing these steps, please reach out so we can offer our assistance.
1. Intake Form
First, we will need you to complete our intake form the to best of your abilities. If you are missing any details, no worries, feel free to skip the question and we can circle back later.
Complete Your Intake Form
2. Accounting Access
Next, we will need access to your accounting file, so we can take a look under the hood. Click the link below to see help articles that outline how to provide access to Xero, Quickbooks Online, and Quickbooks Desktop. If you are using another software, let us know and we create a help article for you.
How To Provide Access
3. Set a Time to Meet
Finally, you'll schedule a call with Enzo, the founder of Accounting Prose. During this call we will discuss the current state of affairs and chat about your current processes. No need to study up for this call!
Book a Call
Frequently Asked Questions
Here you can find some of the most common questions we receive.
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What is a Ledger/Tech Assessment?
When we complete our Ledger/Tech Assessment, we are thoroughly investigating your accounting history, technology stack, and processes to improve workflow efficiency, productivity, and profitability.
Step 1. Data Dive
Your business's financial data comprehensively reviewed with areas for improvement identified and explained.
Step 2. Tech Check
Your “tech stack” reviewed including sales, bills, expenses, sales tax, payroll, document management, and reporting.
Step 3. Financial Flow
Your workflows, through detailed process diagrams and flow charts so you can “see” how your business really works (or should work).
Step 4. Action Plan
Your financial, process, and technical business assets mapped and detailed with actionable measures you can take to make it all work better.
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How long does the process take?
This depends on how quickly we:
1. Receive your Client Intake Form,
2. Get access to your accounting software, and
Once those steps are complete, our turn around time is about a week.
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How does the Ledger/Tech Assessment fee work?
Should you decide to forward with us, your assessment fee will be credited towards your onboarding fees.
If you choose not to proceed, no hard feelings! We will still provide you with detailed flowcharts and videos as part of our proposal. These resources will outline exactly how we planned to upgrade your accounting life. You can use this plan of action to make the changes on your own, although it's much more convenient to hire a professional. With our expertise, you can focus your time on doing the things you love.