The thought of working with an online accountant is quite possibly a new concept for you, so we thought it would be helpful to give you a sense of what working with Amplify LLP will be like.
The first thing you need to know is that we customize our services to suit your unique needs. Now, in order to suit our services to your needs, we must get to know you and your business. We start by scheduling an introductory discussion. During that meeting, which will take place via video conference or regular old phone, we will chat about what you need, how we can help, and what it will cost per month.
Every one of these sessions is different, but you can expect us to ask some of the following questions:
General business questions:
Can you tell us about your business(es)?
Where are you located?
Can you tell us about yourself and what you want out of our relationship?
Approximately how many transactions do you have each month (generally bank and credit card statement entries)?
Do you need payroll services?
Would you like to enter some of your own data (like customer invoices), or do you want us to take care of everything?
Is your business incorporated?
When is your year end?
How would you like to send us your accounting information?
Take photos and have them automatically upload to us
Automatically downloaded from your vendors and bank
Summarize in a spreadsheet
Mail or drop off
Which best describes how you currently do your bookkeeping?
Accounting software program
Pencil and paper
Once you have decided to Simplify & Amplify...
Its time for the on-boarding meeting
We prefer to do this face-to-face with Skype, Google Hangouts, GoToMeeting, or Join.Me, so we can show you things on our screen and you can have us take control of your screen if needed. Here, we’ll show you how to access your accounting information on your computer, phone, and/or tablet.Accounting information will be in cloud accounting software like Quickbooks Online and Xero. Many clients choose to use phone capture and online filing software like Hubdoc and Receipt Bank. Depending on your business, you might need add-on software like inventory management, time tracking, and so on and so forth.
We’ll also show you how to access your own secure, personalized online portal from any device with an internet connection.
This portal will bring you to:
Online file storage for completed financial statements, tax returns, and any other information you upload for us
A task list for all those tasks we’re going to be completing for you
A selection of links to websites pertinent to you and your business
Now that the set up is all ready, it’s time for us to get to work.