A Simple, Clear Onboarding Experience.
We've designed our process to be straightforward, transparent, and supportive, so you always know what to expect.
Onboarding Steps
Documents uploaded securely
5 Steps
Clear process
Defined
From day one
Secure
Intake portal
Schedule a Discovery Call
We start with a conversation to understand your business, your current bookkeeping setup, and where you need support. This helps us determine the right service level and ensures we're a good fit for working together.
Complete Secure Intake
You'll receive a secure intake link to provide basic business information and upload your most recent financial statements. This ensures we clearly understand your starting point before any work begins. Everything is handled securely and at your pace, we're here to make this easy, not overwhelming.
Review Your Financials
We evaluate your current books, identify any cleanup needs, and confirm the number of billable accounts and transaction volume. If historical cleanup is required, we provide a defined quote and timeline. If anything needs attention, we'll walk you through it clearly, no confusion, no guesswork.
Execute the Master Service Agreement & Engagement Addendum
Before we begin, we make sure everything is clearly documented so there are no surprises.
The MSA outlines the governing terms of our working relationship, while the Engagement Addendum defines your selected service tier, base monthly fee, included accounts, transaction limits, and any optional services.
This ensures complete transparency. You'll know exactly what's included, what to expect, and how we'll work together.
Begin Monthly Service
Once everything is in place, we begin your monthly bookkeeping service with a focus on accuracy, consistency, and clear communication. You'll receive reliable financials and ongoing support so you always feel confident in your numbers.
Ready for Bookkeeping That Feels Clear and Stress-Free?
If you're ready for consistent, reliable bookkeeping, and a process that's clear from day one, we'd be glad to connect.
Dillard Business Solutions serves clients nationwide.