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

Steps to Growth – Handling Transition in Your Business

My little grandson is growing up! He recently started walking, and in March, we took him to the beach where he walked on sand for the first time. At first, he seemed unsure of what to think. He wobbled, fell over, and took time to examine the sand. He quickly realized that walking on sand […]

CFO vs. Controller: Which Do You Need for Your Business?

As your business grows, so do your financial responsibilities. At some point, you might find yourself wondering: Do I need a Chief Financial Officer (CFO), a controller, or both? Understanding the differences between these roles, and when to bring them in, can help you make the right decision for your business. Let’s break it down. […]