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Our Process - Stainless Books
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Our Process

How It Works

Our Process

  1. Contact Us – Let’s see if we’re a good fit.  Fill out our pre-call questionnaire and book a call here. 
  2. Video or Phone Call – We will discuss your goals and how we can help. 
  3. Diagnostic Review – We will do a diagnostic review of your books in QuickBooks Online to assess the state of your books and provide a report with our assessment, recommended corrections and/or a plan of action.
  4. Optional Ongoing Services – We would love to join you on the journey to growing your business. Based on your needs and our assessment, we will put together a customized package of services just for you. If you like it, we love it.
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