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When you begin working with our team, everything is built around creating clean, reliable financials and a consistent monthly workflow.

The first 90 days are focused on:

• Setting up your systems correctly
• Understanding how your business operates
• Establishing communication and expectations
• Creating a repeatable monthly process

This is where we build the foundation.

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Step 1 – Onboarding

Onboarding begins with a Zoom call, typically 30 to 60 minutes.

During this call, we:

• Connect your bank accounts, credit cards, and loans
• Review your QuickBooks file and settings
• Build your workflow inside our system
• Set you up in our secure client portal

We do not use email for sensitive financial documents. Everything is handled securely.

This step ensures we understand your business and do not miss important details.

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Step 2 – Monthly Bookkeeping Workflow

After onboarding, your bookkeeping moves into a monthly cadence.

Each month:

• We review your transactions
• We identify anything unclear or missing
• We reach out with specific questions

Your role is simple.

Answer the questions we send.

That is what allows us to finalize your books accurately.

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Your Role in the Process

This is the part most people do not expect.

We cannot close your books without your input.

If a transaction is unclear or a detail is missing, the entire month can be delayed.

This is not a flaw. This is how accurate bookkeeping works.

If you respond quickly, everything moves smoothly.
If responses are delayed, timelines shift.

Your responsiveness directly impacts your financial clarity.

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What We Are Actively Watching

We do more than record transactions.

We are actively monitoring changes in your business, including:

• New bank accounts or credit cards
• New loans or financing
• Changes in payment processors
• System integrations and automation

These changes affect your books, and we make sure they are handled correctly.

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Communication and Support

During the first 90 days, Amber is often directly involved to ensure everything is set up correctly.

After that, a dedicated team member takes over your monthly communication and workflow.

If your situation becomes more complex, we coordinate with your CPA to keep everything aligned.

You will typically hear from us once per month, with additional communication when needed.

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Adjusting Services as You Grow

Your business will change, and your bookkeeping should evolve with it.

You can adjust your level of service as your needs grow.

We will guide you toward the level of support that best fits your business.

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Clear Expectations

This is a structured monthly service, not an on-demand, same-day response model.

Most businesses do not need constant access. They need accurate, consistent financials they can trust.

If you stay engaged and respond when needed, this process will feel simple.

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The Standard We Operate By

Cheap bookkeeping is one of the most expensive decisions a business owner can make.

What you need is:

• Accuracy
• Consistency
• Clear communication
• A team that treats your business like it matters

That is what this process is designed to deliver.

FAQ

What happens after I hire a Amber’s Accounting & Bookkeeping as my bookkeeper?

After you hire a bookkeeper, the process begins with onboarding, followed by a structured monthly workflow. You will be asked questions about transactions, and your responses allow the books to be completed accurately.

How involved do I need to be in bookkeeping?

You do not need to manage the bookkeeping, but you do need to respond to questions each month. Your input is required to finalize accurate financial reports.

How long does bookkeeping onboarding take?

Most onboarding processes begin with a 30 to 60 minute call, followed by system setup and workflow creation during the first 30 to 90 days.

Why does my bookkeeper need me to answer questions?

Bookkeepers need clarification on certain transactions to ensure accuracy. Without answers, reports cannot be finalized correctly.