Most Denver businesses are fully onboarded and operational within 1-2 weeks.
Our onboarding timeline:
Week 1:
– Free consultation call to understand your needs (30 minutes)
– Custom proposal delivered within 24 hours
– Service agreement signed
– Access to accounting software and bank accounts set up
– Initial document gathering
Week 2:
– Chart of accounts configured or optimized
– Historical data import (if needed)
– Bank feeds connected
– Processes and workflows established
– First month of bookkeeping completed
Ongoing:
– Monthly bookkeeping cycle begins
– Financial statements delivered by 10th of each month
– Regular check-ins and support
If you need catch-up bookkeeping for prior months/years, that timeline is in addition to onboarding but can often run in parallel.


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