Your Roadmap to Working with Goshen Bookkeeping & Consulting
We are excited to get to know you and learn more about your business. To find out what to expect when you work with Goshen Bookkeeping & Consulting with the steps below.
Step #1 - Complete our Questionnaire
Once you have reviewed our services, tell us who you are, and the services you need. Please don't skip this step.
Step #2 - Book Your Discovery Call
You will receive an email to schedule your discovery call. During this call, we will discuss your business goals.
Step #3 - Business Finances Diagnostic
Send us a payment to begin the diagnostic process of reviewing your finances. Then, invite us as an accountant user into your accounting system to review your finances.
Step #4 - Review Your Business Report
We will review of your accounting system within 1-2 days and send you an email with your business review report and a link to book your proposal call.
Step #5 - Discuss Pricing
During your proposal review call with us, we will answer questions you may have about your business review report and help choose the best pricing the services you need.
Step #6 - Sign Contract & Begin Onboarding
You will receive a contract email from our e-signature tool. Once we receive the signed contract, you will receive another email to begin your onboarding process.