SIMPLE, STRESS-FREE ONBOARDING
Getting Better Books Shouldn’t Be Complicated.
We’ve eliminated the confusion and friction from small business bookkeeping. In just four straightforward steps, SBC transitions your business from disorganized transactions to accurate books, reliable monthly reporting, and ongoing financial clarity.
How Getting Started Works
1.
Tell Us About Your Business
Complete a short questionnaire letting us know basic details about your company, your current accounting setup (e.g., QuickBooks Online, Desktop, or spreadsheets), and your primary needs. Whether you need ongoing monthly bookkeeping or cleanup support for past records, this helps us understand where you are.
We become part of your team-not just another software subscription. Here is how we build your custom bookkeeping and financial support system:
2.
Meet With SBC
Schedule a quick assessment with an SBC team member. We’ll discuss your books, software integrations, immediate challenges, and financial goals. This ensures we assign the right team members and build a custom package that gives you the exact level of support you need.
3.
Build Your Engagement
We outline a scope designed for your business. Instead of selling a rigid, one-size-fits-all plan, we customize your monthly engagement-combining essential bookkeeping tasks with built-in access to our business and financial consultants.
4.
Let SBC Get To Work
Hand off the books with confidence. Our team handles your transaction categorization, account reconciliations, and financial reporting-while giving you direct access to experienced advisors who help you make sense of the numbers and make better business decisions.
What Makes Working With SBC Different?
Human Expertise, Not Just Software: Automated tools can import transactions, but they can't verify accuracy or give business advice. SBC gives you human bookkeepers backed by experienced business consultants.
Predictable Monthly Support: No surprising hourly bills. Your scope and monthly cost are set up front, giving you continuous financial support without unpredictable fees.
Built-in Decision Support: Traditional bookkeepers answer "What happened?" SBC helps you understand "What does it mean?" and "What should we do next?"
Frequently Asked Questions About Getting Started
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Once you complete your initial assessment call and review your customized scope, onboarding usually begins within 2 to 3 business days. We establish access to your accounting platform and bank feeds so our team can get to work quickly.
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Don't stress—this is common. SBC offers specialized Bookkeeping Cleanup services. We bring your historical records up to date, reconcile past accounts, correct miscategorized transactions, and build a accurate baseline before moving you into a monthly schedule.
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No. SBC works directly within QuickBooks Online and Desktop environments. If you already use QuickBooks, we streamline your chart of accounts and integrations. If you don't have an accounting platform yet, we assist with complete setup and data migration.
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Yes. You won't be submitting support tickets to an anonymous queue. You receive support from an SBC team that understands your business, your industry, and your specific financial routine.
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Very little. Once access is connected, your main responsibilities are providing occasional receipts or answering quick questions about uncategorized expenses. We handle the heavy lifting while delivering clear monthly financial statements.
Your Business Deserves Better Books.
Stop spending your evenings sorting receipts, fixing QuickBooks errors, and guessing at your profitability. Let SBC become part of your financial team so you can focus on growing your business.