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 do I manage employee advances?

You trust your employees and want to help them in times of need. In some cases, that may mean extending to them a payroll advance. However, trust is a two-way street. While you want to be helpful, you also want to trust that your employees will pay you back. What is the best way to […]

When should I use classes in QBO?

Most business owners do not like reading financial reports. That is why they hire us! You know your financial statements will help you make better decisions, but they are so difficult to understand. Is there a way to see the parts of the business that matter the most to you? One way to solve this […]