How It Works

With Amber’s Bookkeeping, there are no surprises. Here is a basic outline of what to expect when you work with us. Be sure to check out our services to find out what package is right for you. If you have any questions please contact us!

Steps to Get Started

  1. We start with a phone assessment to see if your needs and type of business match our services.  Our niche is service based businesses and we only provide Quick Books online services, no desktop versions.
  2. If we are a match, Amber provides a custom quote via a Zoom call to build you a specific service list and price that is custom to your size business. We believe in giving you exactly what you need and don’t charge by the hour.
  3. Next, to protect our business relationship, a service agreement is emailed out to you with your custom pricing and service list.
  4. Upon signing the agreement, you invite us into your Quick Books online subscription and the onboarding process begins.
  5. Depending on which services you need, we collaborate to set up QuickBooks and pass documents back and forth to complete the catch up and clean up work, or perform monthly bookkeeping services.
  6. In order to complete your monthly bookkeeping, most banks allow for a viewing user access in order for us to securely access your statements and check images. So you can spend time on your business instead of sending us documents.

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QuickBooks Online Software

QuickBooks Online monthly subscriptions allow you to choose what you need and access information on the internet from any computer. We can help you pick the plan and get set up. If you have QuickBooks Desktop software it will easily convert and dump right into QuickBooks Online. Try out this test version for yourself!

Take a Test Drive!

All of our monthly maintenance bookkeeping packages require a minimum three month commitment. This allows us to get familiar with your books and get you rolling in the right direction. QuickBooks Online subscriptions are not included in our packages.