Working with J&S is simple...
1. Complete our Intake Form
2. Schedule your initial call via Zoom at a time that's convenient for you.
3. Sign your Engagement Letter when received via email
4. Work through your Onboarding Checklist so we can get to work on your file
What is an Intake Form? Why fill it out?
Our form covers the information necessary to address the standing of the organization, needs, and background. Additionally, based on the answers provided you will be directed to a matching package. We will review this information prior to onboarding and confirm that the package addresses current and existing needs. Should you desire an upgrade, please address it during or prior to the onboarding process. You always have to opportunity to increase the parameters of the package, however we require electronic or written notice to process this change.
Topics that may be included during onboarding, but are not limited to:
- Introduction to your selected service(s)
- Expectations & general onboarding timeline
- Estimation of completion of deliverables, including monthly reporting and catch-up services
- Confirm communication preferences: Email, phone, J&S Client Dashboard
- Clarify billing methods, details, and payment terms
- Collect necessary logins, statements, and account information
- Set-up payroll reporting access, if applicable
- Confirm access to business operation related platforms, loan information & documentation, and relevant tax returns
- Pain points for your organization or business
- Primary concerns for your bookkeeping
- Screen share or temporarily access your QuickBooks Online reports and transactions for clear understanding
- Review integrations, goals, and next steps towards reducing financial stressors
*Onboarding may span from thirty minutes to one hour
Step 1: Fill out our Intake Form
We require this form for all one-time and monthly services - we cannot move forward without it.
Thank you for your inquiry to J&S Accounting, we look forward to speaking with you! To make the most of our time together, please complete this brief questionnaire.
NOTE: All information contained herein will be kept confidential. You can read more about it in our Privacy Policy.
Recommended to be filled out on a computer or "Desktop view".
Your Information
Business Information
Describe your business (industry, core products & services, and target market)
What type of entity is your business (what is your IRS filing status)?
How long have you been in business?
What accounting system do you use?
How many bank and credit card accounts does your business currently use?
How many third-parties or integrations do you utilize?
How frequently are accounts reconciled?
Is your business a restaurant?
How do you collect payment? Name your Point-of-Sale (POS) System.
Do you have employees?
Do you have payroll?
Are you currently working with a bookkeeper?
When was your last tax filing?
CUSTOMER TESTIMONIALS
What others are saying about us
"...Janel has patiently worked with me to get my books organized exactly how I need to see them..."
We could not be happier with the services J&S Accounting provides our company. Janel and her team seamlessly migrated all of our companies financials to QuickBooks without any disruption to our day to day operations and they continue to support us with our bookkeeping and payroll needs. Janel has been an absolute pleasure to work with and I highly recommend them to anyone looking for help with business accounting and QuickBooks!
"Janel and her team seamlessly migrated all of our companies financials to QuickBooks..."
Janel has been a lifesaver! My husband and I have owned our small business since 2016 and I can honestly say I have never felt more confident in my books since I started working with J&S. We have multiple locations, channels of revenue and POS systems and Janel has patiently worked with me to get my books organized exactly how I need to see them, which was no easy feat! Businesses function on well built systems and our bookkeeping system needed a lot of help. Janel worked with me to rebuild, fine tune, and is assisting me in maintaining our bookkeeping system and I am forever grateful!
"We highly recommend her to anyone who needs help with bookkeeping!"
Janel has helped us navigate our bookkeeping and tax prep for several years now, and we'd be lost without her! We highly recommend her to anyone who needs help with bookkeeping!
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© 2023 J&S Accounting. All Rights Reserved.
Disclaimer
This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business from a professional accountant. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. J&S Accounting does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. J&S Accounting does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
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© 2023-2024 J&S Accounting and Tax Services LLC, dba J&S Accounting. All Rights Reserved.
315 Commercial Dr, Ste B6, Savannah, GA 31406
Disclaimer
This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business from a professional accountant. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. J&S Accounting does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. J&S Accounting does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.