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1

Schedule Your Consultation

Start by booking an initial consultation so we can discuss your business, bookkeeping needs, and goals.

Schedule Consultation

3

Complete Client Intake

Provide basic business information so we can prepare your onboarding and tailor services to your needs.

  • New Client Questionnaire

  • Business Information Form

  • Software/Access Checklist

Our Process

We follow a clear, structured process to help you build a strong financial foundation. From your first day with Bonneville Bookkeeping, our goal is to provide accurate records, meaningful reporting, and the clarity you need to move your business forward.

2

Review Important Documents

Before onboarding begins, please review the documents below so you understand our services, process, pricing structure, and policies.

View Welcome Packet

  • Welcome Packet

  • Service Guide / Pricing Overview

  • Engagement Agreement Preview

  • Privacy & Data Security Policy

4

Sign & Get Started

Once everything has been reviewed, we’ll send your customized onboarding packet for signature and payment setup.

  • Signed Engagement Agreement

  • ACH / Payment Authorization

  • Secure portal access setup

  • Document request checklist

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