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 is depreciation and why should I care?

You often hear about depreciation in reference to your taxes. What exactly is it though? Is it important? How does it affect your business? In this article, we will discuss what depreciation is and why should you care about it. Our goal is to make this mysterious accounting term easier to understand. What is depreciation? […]

What to know before you enter a partnership

Starting a business is an exciting, if not overwhelming, venture. Starting a business with another person doesn’t have to be daunting. We discuss what you should know before you enter a business partnership. Just follow these steps and you can enter a business partnership with confidence. Ensure your values and goals align The will to […]