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.