Understand Our Process

Thank you for inquiring about our services. We are 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 steps below.

Introduction Phase

 

Step #1 - Review Our Service Plans

See what plans we have that could benefit your business and get a sense of what is included and not included. We have a full course menu just for you!

Step #2 - Complete our Questionnaire

Tell us who you are and what challenges you are experiencing. Don't skip this step or your intital consultation appointment will be cancelled. :)

Step #3 - Meet Your Trusted Advisors

Tell more about the meaning behind our name, why we do what we do, the types of clients we work with, and more fun facts about our founder before your consultation call.

Step #4 - Book Your Initial Consultation

You will receive an email to schedule a chat with Ufuoma Ogaga. During this call, we will learn more about you, understand your goals, and meet your team.


“Ufuoma truly excels in accounting and bookkeeping. Not only does she possess the knowledge and experience to do the work, but she is very detail oriented and gives each project 110%. she is excellent at what she does!”
— Rosa Dunkley

Discovery Phase

 

Step #1 - Pay Diagnostic Fee

Send us payment for the discovery process. Once we receive your payment, invite us as an accountant user into your accounting systems to begin the review and diagnostic process.

 

Step #2 - Review Discovery Report & Proposal

Once our review of your accounting system is completed, you will receive an email from us with the discovery report and a proposal of solutions to get your books in order.

 

Step #3 - Book Your Discovery Call

We will use this meeting to answer any questions you might have about the discovery report and proposal to come to an agreement.

 

Step #4 - Sign Contract & Make Payment

You will receive a contract email detailing expecatations and a payment authorization form from Right Signature (our e-signature tool) and/or an invoice to make your first month's payment or project deposit from QuickBooks Online (our accounting system). It is important you sign the contract and process payment within 7 days of receiving the email.