Getting started is simple.

Handing over your bookkeeping is a big step. Evergreen Balance Co. keeps the process clear and straightforward, so you'll know what to expect from the first conversation through ongoing bookkeeping.

01 — DISCOVERY

Let's get to know your business.

We'll start with a Discovery Call to talk about your business, how your bookkeeping is currently being handled, the systems you use, and the support you're looking for.

This gives us an opportunity to determine whether Evergreen Balance Co. is a good fit for your needs.

02 — REVIEW

We'll take a closer look.

When needed, you'll be asked to provide access to your QuickBooks Online file or other financial information so I can better understand your current bookkeeping, business complexity, and scope of work.

03 — PROPOSAL

Your services, clearly outlined.

After the review, you'll receive a customized proposal outlining the recommended services, scope of work, and pricing for your business.

You'll have an opportunity to review everything before deciding whether you'd like to move forward.

04 — ONBOARDING

We'll get everything connected.

Once your proposal is accepted, you'll receive clear onboarding instructions for providing the accounts, systems, and information needed to begin your bookkeeping.

05 — ONGOING SUPPORT

Hand off the books.

Once onboarding is complete, Evergreen Balance Co. takes over your bookkeeping according to your agreed-upon scope and timeline.

You'll receive consistent monthly support, organized financial records, and financial reports you can rely on — giving you one less part of the business to manage on your own.