Welcome Aboard!

We are so happy to begin working with you.

Step 1: Watch Video

Watch this short video that lets you know what’s next.

Step 2: Email

You’ll receive an email with instructions on how to set up your Google workbook along with a request for Sharefile.

Step 3: Google Account

If you don’t already have one, you’ll need to set up a Google account. Click the button below for simple instructions.

How to set up Google

Step 4: Project Updates

You’ll receive regular communication on your project status via email. If you have questions regarding your project, feel free to email us at any time.

We’ll get to work!

While we are doing that, take some time to read our blog!

The Beyond Balanced Books Blog

What Should be Included in a Construction Proposal?

Whether you’re a solo contractor or managing a full construction crew, a clear and professional construction proposal is one of the most important tools in your toolbox. It sets expectations, outlines costs, and helps protect both you and your client from misunderstandings once the work begins. Here’s a breakdown of what to include so your […]

Five Steps to Take Control of Your Business Debt

Business debt can feel overwhelming. Even if your business income is higher than ever, the thought of looming payments, high interest rates, and upcoming due dates can keep you up at night. Many business owners worry that no matter how hard they work, debt will always be there in the background. The good news is […]