If you like our estimate, we will have you sign a Client Agreement – and that’s when the real work begins. We will start by setting you up with QuickBooks Online or streamlining your existing QuickBooks system. From here, you send us bank statements, credit card statements, invoices, and receipts. We will make sure your books are accurate. To streamline things going forward, we will invite you to an app called Expensify. It lets you submit your receipts directly to us, so we are always on the same page and you can trust that we always have your most accurate information.