Accounting For Accountants
Free yourself from the time & pressure of doing your firm’s books.
Need a comprehensive analysis of the state of your books?
Or your client’s books?
What to expect
Evaluate
A thorough evaluation of your firm’s financial data and QBO file.
Report
A comprehensive results video discussion and written report.
Consult
A 30-minute meeting to discuss the results and partnering.
The Process
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Just a few questions about your firm and books, along with a $500.00 payment request.
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We need access to your firm’s books, and you to upload requested documents to our secure Financial Cents portal.
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Book a 30-minute call with us to go over our findings and discuss the next steps on how we can take time and pressure off you.
That’s it.
A seamless experience for you to gain insight into the state of your QuickBooks file.
*Please check our FAQs on how we engage with accounting firms.
If getting started is the thing that is stopping you - let us start for you!
Now is the right time.
There’s never going to be a perfect time to free yourself from the time & pressure of your firm’s bookkeeping.
You don’t need to clean anything up, worry about processes & workflows, or get everything in order.
Or get anything in order!
You do not need to get your act together to start with Calmwaters; that’s our job.
We will jump right in and build out the systems for you, get your books rocking and keep them that way.