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Getting Started

Getting started is simple!

We'll schedule a discovery call to talk about your business and whether Cloud Counting would be a good fit for your organization. During the call, we will ask questions to get to know you and your business better, so we can understand what your goals are and identify any pain points that you may have.

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Getting Started
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Health Check

To ensure that there is a solid foundation to start from, we take a detailed look into your business processes and financial data. The diagnostic report generated from the business health assessment identifies areas of concern and control weaknesses.  
 
Your diagnostic report will offer suggestions on how to improve efficiencies, streamline processes and strengthen controls.

Heath Check
Onboarding

Onboarding

The on-boarding process involves setting up profiles and implementing all the tools we utilize to ensure that the bookkeeping process will run smoothly.

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Client Portal

Like what you see, but have some questions?

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