Onboarding

Tell us how your books work today.

So the kickoff call is fast: 15 minutes to fill this out, then we book the kickoff call. Review what we ask below — the form is one page, all fields visible, one Submit at the end.

Have questions first? See our FAQ →
What we ask

One form, four sections.

We use the details you share to give you an accurate quote after the consult — and to make sure the first close goes smoothly. Nothing here is sold or shared.

  • Business detailsLegal name, entity type, EIN, state of formation, year started.
  • Current softwareWhere your books live today — QBO, Xero, Wave, spreadsheets, or none.
  • TransitionPrior bookkeeper, pain points, transaction volume, chart-of-accounts preference.
  • Contact & schedulingWho we reply to and your preferred start date.

Balanced & Beyond LLC Bookkeeping · virtual bookkeeping, delivered monthly.

Client intake
Stored for one business-day response — never shared.

Business details

The legal identity of the business we'll be keeping books for.

Current software & transition

What your books live in today, and how the handoff should go.

Contact & scheduling

Who we reply to, and when you'd like to start.

Have questions first? See our FAQ →
15 minutes · one form
Reviewed by a human
Reply within 1 business day

Not ready to commit?

See our FAQ

Balanced & Beyond LLC Bookkeeping · virtual bookkeeping, delivered monthly.