First:

The first step in getting set up with Accounting Intelligence Services is to pick a plan from the list above and complete the form to schedule a meeting. For Express clients: you will be prompted to provide your billing information, then you’re signed up! For all other tiers, click ‘Get Started’, complete the form, and a member of our account management team will be in touch to schedule a consult.

Next:

Once you’re signed up, a member of our onboarding team will reach out. They will work with you to gain read-only access to all of the systems you currently have integrated into your business. For example, this includes sales channels, bank e-statement portals, and anything else that would be relevant to your accounting.

From There:

Once all access has been received, a member of our implementation team will spend a minimum of 5 hours combing through your books to see if any cleanup is needed. They will also be creating processes for the services that you need. This lines out exactly how you want your bookkeeping completed. This helps our bookkeeping team ensure nothing gets missed. Our onboarding and implementation process is a time for us to better understand your business and ensure expectations are aligned with the accepted scope of services.

Finally:

You’ll be introduced to your bookkeeper who will be your main point of contact, just like if you had this service completed in-house.

Every Accounting Intelligence client receives a dedicated bookkeeper overseen by an Account Manager.

Why we work in teams:

This helps us ensure consistency and quality even in the event of a sick day, or another unforeseen gap. You benefit from a dedicated go-to point of contact, a team that is familiar with YOU and your business, and the assurance that your accounting is in the hands of an industry-leading team of pros.

Our onboarding fee starts at $500 as most of our clients need a little bit of cleanup when they first join Accounting Intelligence. That’s why we plan for some cleanup time when you first signup – on average, about 5 hours of cleanup.

However, if your books have been neglected, it might take more time to get them accurate. If that is the case, we will communicate with you about the estimated level of effort for recommended cleanup. It is billed at a fixed fee per month instead of hourly to avoid sticker shock.

What this means for you, is that the service you sign up for today can be scaled in the future to keep pace with your business development.

It doesn’t matter if you need extra support in 6 months or 2 years. We’re ready when you are.

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We work with both QuickBooks Online and Xero because:

QuickBooks Online and Xero are equipped with key features to simplify and manage your bookkeeping and grow your business. They will keep you tax-ready all year long.

Modified accrual accounting is an alternative bookkeeping method that combines accrual basis accounting with cash basis accounting. Modified Accrual Accounting includes loans payable, month-end inventory adjustments, and reports include AR and AP if you utilize invoice and billing in Xero or QBO. Invoicing and billing is managed by the customer.

Modified Accrual Accounting does not include deferred revenue, prepaid expenses, prepaid insurance, and other accruals. A year-end entry for depreciation and amortization is made if AI files the company’s tax return.

Cash basis accounting method recognizes revenues at the time the cash is received and recognizes expenses at the time they are paid. This method does not recognize accounts receivable or accounts payable.

We know businesses evolve. That is why Accounting Intelligence provides scope-based contracts that are flexible.

We understand that every customer’s situation is unique. If necessary, we can work with you to customize a plan to suit your specific needs.

We partner with Gusto for payroll services and offer our clients. See our partner page for more information.

YES! We offer tax services and tax advisory services.  Typically prepare the business returns and the business owners personal returns as well.

Our valued customers sell on most major eCommerce platforms, including Shopify, Amazon, Walmart, Etsy, WooCommerce, and BigCommerce – just to name a few!

Yes! We integrate directly with Shopify or via A2X, which offers more visibility into your sales and fees.

A2X posts your eCommerce sales and fees into your accounting software in organized summaries that reconcile to the payments in your bank account. This delivers more visibility into your online shop’s performance.

Yes! We are a premier partner of A2X. After you register your account, ask your onboarding specialist if there is a promo code available when signing up for A2X.

We love Amazon sellers! We specialize in eCommerce accounting and will help you stress less, save money, and grow your business.