your journey to healthy finances begins here..
Thank you for inquiring about my services. I'm excited to get to know you and learn more about your business. To find out what to expect when you choose to work with Goshen Bookkeeping & Consulting, go ahead and start with the introduction phase.
You can bookmark this page to come back to it or click on the "Our Process" in my website footer.
1 | Review our service Plans
Review our detailed service options to understand how we can help you grow your business.
2 | Complete Questionnaire Form
Complete the detailed questionnaire form to provide me with more information about your business. If you have already completed our questionnaire form, proceed to step #3.
3 | Schedule Your Discovery Call
After reviewing our cloud accounting solutions and providing details about your business schedule a 30 minutes discovery call to chat with Ufuoma.
3 | Sign and Return Contract
After our discovery call and budget agreement, you will receive a contract detailing our expectations and payment authorization form to review, sign and return back to me using Right Signature.
Thank you for signing our contract and submitting your first payment for service(s). This is your welcome guide for everything you will need to begin working with GBC.
We will communicate with you via email, Slack hub, and Zoom throughout your onboarding process. Please make sure to dedicate at least 2-3 weeks on your schedule to complete the below steps in order for us to begin work. Your active participation and timely response is required to successfully begin your project without further delay.
1 | Schedule Your Onboarding Meeting
Schedule your 1-hour onboarding meeting on my calendar. During this meeting, we will go over your required homework, discuss the process of using ShareFile, and answer any questions you might have.
2 | Activate Your Sharefile Access
You will receive a separate email with login credentials notifying you to activate your account and change your temporary password. Once activated, your account will show you folders that are applicable to your service(s). Download a copy of our Sharefile Client Guide to access your account.
3 | Activate Your Slack Account
You will receive an email invitation into the designated Slack workspace we have created for you. Activate your account and review the Slack-help” and “Getting Started” channels to become familiar with the system.
4 | Complete "Client Homework"
Once you log into your Sharefile account, review the "Getting Started" folder for the homework document to complete. A copy of this is also posted in the “Getting Started” Slack channel. If the "Client Homework" checklist doesn't exist in your account, skip the below actions and proceed to step #4.
5 | Homework Confirmation
Direct message Ufuoma Ogaga via Slack or email once you have completed step #3.
6 | Schedule Follow-up Call
Schedule a 1-hour follow-up meeting. We will use this meeting to discuss our communication tools and resolve any technical issues to begin working on your project.