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Client Intake Assessment

Kindly provide your details below so we can evaluate your specific accounting requirements.

Monthly Revenue Range
Bookkeeping Level
How far behind are your books?
1–3 months
3–6 months
6–12 months
12+ months
Do you have prior-year issues?
Yes
No
Have you filed taxes for the affected period?
Yes
No
Partially

How to Send Your Bookkeeper an Invite

QuickBooks Online

Xero

Follow these steps to securely grant access to your QuickBooks Online account.

Granting access in Xero ensures we can manage your files with ease and precision.

  1. Log in to QuickBooks Online and click the Gear icon.
  2. Select Manage Users under Your Company.
  3. Go to the Accounting Firms tab.
  4. Enter your bookkeeper's email and click Invite.
  1. Log in and click on your Organization Name.
  2. Select Settings and then Users.
  3. Click Invite a User.
  4. Enter details, select Adviser role, and click Send Invite.
Key Prerequisites
Common Mistakes
  • Ensure you have Master Admin or Company Admin permissions.
  • Use the exact email address provided by your bookkeeper.
  • Forgetting to enable 'Manage Users' if you want them to add others.
  • Not selecting the 'Adviser' role for full reporting access.

New to QuickBooks or Xero? No problem! As part of your Cleanup Deal, I’ll personally help you get set up on the platform that suits you best. We’ll get everything running smoothly—no stress, no fuss.

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