Zero-friction onboarding: getting started with SWIFT
What if your finances were accurate, organized and totally up to date?
Here's how it works.
At SWIFT, your entire experience is meant to be easy, quick and seamless, getting your time back on Day One. Your total investment will be about an hour, when we have our onboarding session. After that, I'll take over and finish your setup. Then your monthly service begins.
Discovery and quote
15-min discovery call
Proposal packet
A quick call and access to some info is all I need to provide your quote.
An hour of onboarding
Onboarding call
Feeds connected
App training
We hold our onboarding call, connect the bank feeds and train on apps.
Backend Setup
Secure folders created
Any catch-up or clean-up work is done
Once your account is tidied up, we're ready to go!
No questionnaires or complicated forms to fill out.
White glove service. What does that actually mean? To SWIFT, it means always being mindful of your time and energy, and finding the easiest ways to communicate and exchange information.
The easiest, fastest and most secure way to get your bookkeeping set up is to hold a call and get it done all at once. This means I'm not asking you to fill out complicated forms and send them back to me, or dig in and set things up yourself. We'll handle everything together on the call.
The call takes about an hour, and we'll go over everything to get your accounts connected in QuickBooks, get your apps set up, make sure everything is connected and live, and ensure that you're comfortable using your new apps, Dext and MileIQ (if you also track your mileage).
We'll also make sure that all of your questions are answered.
Your unique chart of accounts
The chart of accounts is the backbone of any accounting system, allowing it to function fully and allowing you to get the most out of your reports. When I onboard your business, I create a chart of accounts unique to your business that addresses all of the “buckets” you need to capture your full financial picture.
Working with your transactions
If we are getting Quickbooks up and running for you mid-year, we'll look at bringing your historical months from January onward up to date so your year-end is flawless.
If you’ve already been using Quickbooks, I’ll look over the year to make sure nothing is amiss. all reports have been generated and filed, and the chart of accounts is up to date.
We're up and running!
Once you're onboarded and your transactions are up to date, your stress-free monthly service begins.
At month's close, we start your monthly cycle of transaction categorization, account reconciliation and running clean, accurate reports.
