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

How can paying taxes be less painful?

You just received your business tax return. You are distressed because you owe taxes. Every year tax time is stressful because you are scrambling to come up with the money for the taxes owed. You promised yourself this would not happen again, but you do not know how to change things. Let’s discuss the positive […]

Which parts of my business are profitable?

If you have been in business for a while, at some point, you will need to make the transition from surviving to thriving. One important way to get there is to identify which parts of your business are profitable. Many conversations with our clients revolve around this topic. We are sharing some of the suggestions […]