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General sales engagements:
- Call 410-715-3657 or email sales@turnkeyoffice.com to discuss your needs with a consultant.
- Send a copy of your QuickBooks file to our ProAdvisor to analyze.
- Turn Key Office provides recommendations and a customized engagement letter.
- Scan or fax signed engagement and first month's retainer to Turn Key Office.
- Turn Key Office creates detailed and custom accounting procedures based on your needs, an outline of which can be seen here.
- Turn Key Office involves your CPA as necessary to streamline expectations and information flow for the current year's tax obligations.
- We jointly prepare your new hosted QuickBooks file or convert existing accounting files to a compatible version to be hosted on our servers.
- A bookkeeper and separate controller are assigned and trained on your accounting procedures.
- Custom reports are created as necessary to provide you with metrics useful for managing your business.
- Bookkeeping services commence and our controller retains oversight and provides checks & balances monthly.
- View your accounting information securely 7x24 from any internet location.
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