You can reach us by email anytime! Throughout the month, we have a two-day response time with our Essentials package, and a one day response time with our Plus and Pro packages. We have an annual coaching meeting with the Essentials package, a Quarterly coaching meeting with our Plus package, and a monthly coaching meeting with our Pro package.
All meetings are held in our virtual office or Microsoft Teams, and phone calls are scheduled in advance as needed. We create well-planned and organized financial processes so you won’t run into emergencies!
Onboarding is the most important and collaborative phase of our relationship. Over the course of 12 weeks, we’ll work closely together to lay the foundation for accurate, real-time accounting and seamless workflows, setting us up for a successful partnership for years to come.
We’ll meet with you every single week to make sure everything is set up correctly, your data is clean, and your systems are aligned with our standards. Each week includes key milestones, progress checks, and open communication to ensure nothing gets overlooked.
In some cases, onboarding may begin up to a month before your recurring monthly service starts. For most of the onboarding process, we’ll be working simultaneously on backwork bookkeeping and your current, active bookkeeping.
We work with home service businesses because this industry requires a deep understanding of complex, project-based accounting. It’s not something just any general accountant can handle.
Our team has spent years becoming experts in trade-specific financials, including job costing, progress billing, and integrating with industry tools like ServiceTitan, Housecall Pro, and Jobber.
This focused knowledge is what sets us apart. We understand the challenges our clients face and help them build the right systems to support long-term success in their field.
Your first connection will be with one or both of the following team members: our Client Success and Marketing Coordinator, and our Co-Founder. They’ll guide you through the Discovery Call process.
Once you decide to move forward and sign your proposal, you’ll be assigned a dedicated lead accountant, along with a payroll specialist if applicable. Every accountant on our team is highly trained. If your lead accountant is ever out of office, we use a collaborative approach, where another team member can step in seamlessly, to ensure nothing falls through the cracks!
It’s a smooth and easy experience.
Say goodbye to paper and outdated processes. We set you up with secure methods for submitting information, eliminating the need for snail mail or storing piles of paperwork in an office.
Email is our primary form of communication, with phone calls reserved for scheduled appointments. Virtual meetings are hosted in our virtual office or through Microsoft Teams.
Virtual accountants are often more accessible than traditional brick-and-mortar firms. We also take data security seriously. All of our applications use multi-factor authentication, and we only exchange sensitive information through approved and secure channels.
Absolutely! We work exclusively with cloud-based accounting software, primarily QuickBooks Online, and offer a full setup of your books during your Onboarding Accounting System Clean Up and Install.
Yes, clean-up is a key part of our onboarding process for those who decide to work with us. It’s included in our Onboarding Accounting System Clean Up and Installation, a one-time service designed to build a strong accounting foundation from the start. This includes cleaning up your existing books, putting the right workflows in place, and ensuring accurate, real-time financial reporting moving forward.
During your Discovery Call, we’ll request temporary access to your current accounting system to complete a diagnostic of your books. Then, we’ll meet with you to go over our findings and provide a clear plan to get everything in order. A proposal for the clean-up and installation work will be shared at that time, so you know exactly what to expect.
Atlas Accounting Group offers three levels of service. What you receive will vary depending on what is most useful to you and what you’ve chosen to invest in.
Our Essentials package offers compliance-level services and annual advisory meetings.
Our Plus package offers management-level services, including compliance, payroll, and quarterly advisory meetings.
Our Pro package offers leadership-level services, including financial planning, cash flow forecasting, budgeting, leadership support, and monthly advisory meetings.
It’s best to book a quick call with us to determine the best level of service for your business. Packages are customizable to fit your needs.
We would love to! We love to collaborate with other professionals. Our goal is to be a supportive advisor to your business, and that includes working closely with other professionals on your team.
Experience matters when it comes to taxes. We partner with tax professionals that not only hold the required credentials and experience, but also love preparing taxes and hold themselves to high standards.
