Getting Started with Brunell Bookkeeping

Getting started is simple. Our onboarding process is designed to get your books transitioned and running smoothly within two to three weeks, with minimal disruption to your business.

Our Onboarding Steps

1. Free consultation to assess your needs and recommend a package
2. Engagement letter and service agreement
3. QuickBooks Online access setup or migration
4. Bank and credit card feed connections
5. Historical data review and cleanup if needed
6. First monthly close and reporting

Most clients are fully onboarded within two to three weeks of signing their engagement agreement.