Our Process
All law firm and small business clients of Firm Numbers can depend on professional, attentive service from the first point of contact.
Consultation & Assessment
Start a conversation with qualified accounting professionals. Participate in a brief 15-30 minute call to discuss your specific concerns and learn more about our services.
All participants ready to move forward receive a complimentary assessment of their accounting records.
Timeline:
15-30 minute phone call
2-3 business days for assessment, from the date of receipt of financial information
Onboarding
Onboarding Specialists work with you on a weekly basis, providing step-by-step instructions to securely share financial data and related information.
During this time, Senior Accountants are at work designing your industry-specific chart of accounts, a custom roadmap to properly categorize your transactions, and cleaning-up any missing or inaccurate historical data.
At the conclusion of this process, you receive your chart of accounts and a full set of financial reports (balance sheet, statement of profit and loss, and custom reports) for your approval.
Timeline:
3-6 weekly meetings (30 minutes to 1 hour each)**
**The onboarding process may incur additional time depending on the scope of accounting clean-up
Weekly Service
At the conclusion of onboarding, a U.S.-based accounting manager will continue to post transactions, reconcile accounts, and provide financial reports and feedback on the same day each week.
All accounting activity is managed in your own Quickbooks Online account. Documentation and reports are delivered in Excel format via email and Dropbox.
All month-end closing activities are completed by the 5th business day of the following month, providing you with up-to-date financial information throughout the year.
Timeline:
Financial reports and feedback delivered weekly
Month-end closings completed in 5 business days
Additional consultations available on-demand