Client Onboarding
Secure onboarding starts after review
Public forms collect only basic business context. If we move forward together, your FinSyncBK contact will provide secure onboarding instructions for documents, access, and monthly close setup.
Invitation-only onboarding
Please do not submit credentials, tax IDs, bank details, or document contents through the public website.
How it works
Review first, secure onboarding second
A FinSyncBK reviewer confirms fit and scope before onboarding begins.
Secure upload and access instructions are shared directly with approved clients.
Sensitive documents and account access are never requested through public website forms.
Client questions, close requests, and report delivery are handled through approved secure channels.
Process preview
1. Book a Free ConsultationWe learn about your current QuickBooks setup, reporting needs, and where bookkeeping friction is slowing you down.
2. Get a Custom QuoteYou get a right-fit monthly recommendation, plus cleanup or catch-up scope if the books need repair before ongoing service.
3. Secure OnboardingWe guide access setup, document collection, and a clear onboarding checklist without asking for unsafe credential sharing.
4. Monthly Bookkeeping BeginsTransactions are categorized, accounts are reconciled, follow-up questions are tracked, and monthly work moves through QA.
5. Review Your ReportsYou receive financial statements and a simple business summary so you can make better decisions with cleaner numbers.