How It Works
how it works - Three Simple Steps
Free Business Consultation
Free Consultation – We meet with you online via Zoom, Facetime, or if you prefer, via telephone to learn about you, your business, and your current bookkeeping practices. This allows us to propose a customized program that meets your specific requirements. your industry, and your preferences.
Schedule a Kick Off Meeting With OAS Team
Kick-Off Meeting – Once you have decided that Online Accounting Service is the right for your business, we will assign a dedicated team to to your account. Your team will set up your business in Quickbooks, link your Quickbooks account to your bank and credit card company. Next OAS will work with you to customize the system to meet your specific requirements.
Your OAS Team Will Train You & Your Team
Training – Once your business is set up in the system, we train you (and anyone else you want trained) on how to use the system, run reports, and view graphs, and more.
Getting Started With Online Accounting Services
We know how demanding running your business can be. That’s why we developed an efficient processes for getting you started with our online accounting services.
Working round your schedule to minimize disruption to your business, we will schedule your set up in sessions. Prior to each session, we send you an email describing the goals of the session and what, if anything, is need from you at that time. Your OAS specialist will walk you through each step of the process until it is completed.
We work with many small business owners, we know how busy you are. We promise to value your time. There will always be bookkeeping tasks you need to address, our goal is to streamline the process and make it easier and less time consuming to maintain accurate and up to date accounting records.
We Promise To Always Value Your Time
951.801.2666
