Steps to Get Started with Better Books Online

Our onboarding process is simple and easy. Relax; you are about to feel so much better knowing you and your organization's books are up-to-date and compliant. First, let's schedule a complimentary bookkeeping assessment to ensure you get the correct package and best price. Then we need three things from you.

Steps You Can Take

Allow Better Books Online access to your books. We will walk you through it.

Schedule a virtual session to discuss all your bookkeeping needs.

Provide any missing financial information or source documentation.

Steps We'll Take

Review your financial data. We will let you know what's missing.





Review your financial data. We will let you know what's missing.

Integrate the digital information from all your accounts — including banks, credit cards, vendors, payroll companies, etc. We will walk you through it.

Set up your chart of accounts to maximize tax credits and deductions.





Set up your chart of accounts to maximize tax credits and deductions.

Organize and categorize all financial transactions.

Investigate any imbalances.



Investigate any imbalances.

Reconcile all accounts.



Reconcile all accounts.

Review your business's financial well-being.



Review your business's financial well-being.

Provide updated financial statements.



Provide updated financial statements.

Begin daily, weekly, or monthly support of business bookkeeping services.

What can You expect?

100% Accuracy Guaranteed

Expert Service and Partnership

Unmatched Accuracy

Can’t find what you’re looking for? Simply call our friendly staff at (918) 236-6635.

Get in touch

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