Thank you for inquiring about my services. I'm excited to get to know you and your business. This is a resource hub for everything you will need to begin your journey to healthy finances and working with my firm.
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 service Plans
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.
Once the contract is signed, you will receive a welcome email from me with a link to this page detailing your next action steps. Please make sure to dedicate at least 2 weeks on your schedule to complete the below process in order for work to begin.
1 | Schedule kickoff call
Schedule a 1-hour kickoff call on my calendar. During this call, we will go over your required homework, walkthrough the process of using ShareFile, and answer any questions you might have.
2 | Access Your Client Folder in ShareFile
Download a copy of our Sharefile Client Guide to access your account. You will receive an email from me 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).
3 | Complete "Client Homework"
Once you log into your Sharefile account, review the "Getting Started" folder for the homework document to complete. If the "Client Homework" checklist doesn't exist in your account, skip the below actions and proceed to step #4.
- Review client homework checklist
- Upload the required documents into the "Client Upload" folder in your Sharefile account
- Invite me into any of your existing accounting software platforms (if applicable)
- Send me an email once you have completed the entire process
4 | Schedule Follow-up Call
Schedule a 1-hour follow-up call on my calendar. We will use this call to discuss and resolve any technical issues and highlight monthly expectations to begin working on your project.