How It Works

How It Works | The Hole In One Bookkeeping Atlanta GA Process

At Hole In One we follow a step by step proven process to take you from where you are currently financially in your company to the place where you truly desire to be within your company. The first step is to schedule a call. During this call our team will learn every detail about your vision financially for your company. Once we have an understanding of the vision you have for your company from a financial standpoint. The next step in the process is to determine where the business currently is and how it got there. In learning how the business got to its current financial state we do what is called a deep dive into the transactional history of the company for the current year. Assessing  business in terms of the current financial year gives a great in depth look into what needs to be done to get a new client’s books in order and set up for present and also future success. If you’re ready to bring structure and clarity to your company’s finances, start with the trusted name in bookkeeping Atlanta GA business owners rely on to clean up the past and set the course for the future.

As  business owners that previously did not know what they were missing out on by not having their books done correctly, we personally pride ourselves on making sure a new client’s books are reconciled to perfection. In regards to reconciling and reviewing the books for the current year this is also called a book clean up. This is a first step that is imperative to success. It would not be beneficial to a business owner to have a bookkeeper start from April 15th and not include all transactions from the previous three and a half months. Accuracy starts at the beginning, get comprehensive bookkeeping Atlanta GA companies trust to make sure no detail gets left in the rough. This would lead to major issues, missed financial transactions, and tax preparation issues when end of year time comes around. Once we have reviewed all previous transactions and logged all accounts for the client. The next step is to begin setting the client up on our system so that everything can be logged and accounted for on a daily basis. We meet ith each client either on a bi weekly basis of every 2 weeks or monthly. We have found that this has proven to be the best way to keep clients in the loop of what exactly is going on in their business from a numbers standpoint on a daily basis. Many business owners actually do not review their numbers on a weekly or monthly basis. They instead review the numbers for their company on a quarterly or even worse just a yearly basis. The issues with waiting this long is there is no time for you to make actionable changes that can reroute the company during the course of the month. 12 simple changes  and meetings can make a massive change in a single particular business over the course of a year as opposed to 4 meetings or just one single meeting. Consistency drives results. Partner with the bookkeeping Atlanta GA entrepreneurs count on to sharpen decision-making month after month.

This entire process is designed for  the business owner that wants attention to detail in every aspect of their business, not just their favorite parts. It is for the person that is tired of wondering and is now ready to start knowing their numbers and understanding them so that they can have a healthy relationship with the finances of their company. Each step of the process is handled by a specific member of our team so that no matter what step of the process a client is in with Hole In One Bookkeeping they are always working with an elite professional. The deep dive consultation process is done by our leadership team led by CEO Placid Ajoku, while the onboarding process is conducted by the concierge team led by president Jordan Thompson. Each department has a specific mission to ensure that a client gets the highest value at each stage of the process. From discovery to execution, experience top-tier service from the most hands-on bookkeeping Atlanta GA has to offer, customized at every level. The people that need to be involved on the customer side are the primary business owner as well as any partners that the business owner may have so that we can all collectively understand and manage the books of the business. At the end of each stage the result is clarity in a streamlined path of what exactly needs to be done next and how to do it. This applies to a few different areas for example. At each end of month meeting we present the client with the steps they need to take over the next month to capitalize on their profits and take a strong grasp of their business. Make your next 30 days more profitable with precision bookkeeping Atlanta GA businesses trust to turn insight into action. In the onboarding stage we provide an exact checklist for a client to complete so that they are able to complete every single action that is required of them in order to enroll as a client and allow us to do our job and increase their profits while saving them time so that they can grow their current business. If anyone has questions about our process or our services the step they need to take is call the number located on our website. This number will get you in contact with a trusted member of our team so that they can do an intake call and learn about your business, as well as what the financial success road map will look like in terms of bookkeeping.

Before beginning the process it is important for all customers to understand what is required of them. The first thing is access to their accounts. An account can be bank accounts, credit card accounts as well as loan accounts. The access we require for this is called a view only access this allows us to view the necessary data to manage your book  but does not allow us to change or move anything within the account. It is important that all customers understand this upfront so that they can process throughout the process with peace of mind that their accounts and personal info will remain private and confidential with themselves only throughout the process. Customers that choose to work with Hole In One Bookkeeping and become clients will also need to have a Quickbooks account. This is the software that we merge with to ensure your books remain on track and eliminate any errors or discrepancies. Secure, seamless, and strategic, get started with the bookkeeping Atlanta GA business owners choose when accuracy and results matter most. There are clients that start with us that have never had a quickbooks account, for this particular kind of customer they will need to create their account first by signing up. We can guide the client through the sign up process. Once they have obtained their quickbooks account the next step is to grant Hole In One accountant access in order to manage and run the bank feeds for all submitted accounts that the business owner and client have requested to have books managed for.