Our Painless Process to Establish a Client Relationship

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1. Schedule a meeting with you to discuss your accounting needs.

2. Key Question: Are you using QuickBooks Online or willing to convert to it?

3. You grant confidential authorization to review 3 months of bank statements

4. We quote our service to you.

5. A service agreement has been signed.

6. We agree on Apps to transfer documents.

7. BTE sets up your accounting service in QuickBooks Online.

8. BTE performs bookkeeping work for you every week.

9. You receive monthly reports and a brief written narrative electronically. (We can schedule quarterly calls if you desire.)

10. Your tax preparer receives a clean set of books. planning, bookkeeping, and more. We pride ourselves on our attention to detail and commitment to our clients.