Loading
Process
No surprises. Here's exactly how an engagement moves from first conversation to ongoing service.
Onboarding
How outsourced bookkeeping works: you hold a consultation, the provider confirms scope and pricing, then reviews your records during onboarding. After setup, the team delivers recurring bookkeeping and reports on an agreed schedule, so you see current financials without doing data entry.
The bookkeeping onboarding process covers access to bank and card accounts, prior returns, your existing accounting file and payroll or loan details. Speed depends mainly on the state of your records and how quickly documents arrive.
Juris CFO does not promise fixed timelines. Expectations are set during scoping, and missing or past-due periods are handled in a cleanup phase first.
Making a change
To hire a bookkeeper, decide whether you need data entry, monthly reconciliation or tax readiness, then insist on written scope and access to your records. In the outsourced accounting process, you review reports rather than type.
Switching accountants is easiest when you gather prior returns and financials first, request your records in writing, and time the move around filing deadlines.
What happens after you contact us
A short conversation to understand your business, current records, and what you're trying to solve for.
We identify whether you need bookkeeping, accounting, taxation, or a combination, and at what scope.
Using the Service + Module + Entity model, we confirm indicative or final pricing for your specific situation.
We review your existing records, accounts, and documentation to understand the starting point.
Recurring bookkeeping, periodic accounting review, and taxation support delivered on an agreed cadence.
Regular check-ins and reports so you always know where your books, performance, and tax position stand.
Before you reach out
Expect a discovery conversation, a written scope and pricing confirmation, then a records review. After that, recurring bookkeeping, reconciliations and reports follow an agreed schedule. Juris CFO confirms scope and cost before work starts.
It depends on your records, number of accounts and how quickly you share documents. Clean books move fast; missing statements need cleanup first. Juris CFO sets expectations during scoping rather than guaranteeing a fixed timeline.
Collect prior returns and current financial statements, request your records from the outgoing accountant, and share them with the new firm. Time the change around filing deadlines. The new provider reviews records and confirms scope before taking over.
Usually bank and credit card access or statements, prior-year returns, the current accounting file, and payroll, loan and entity details. The provider will list anything missing and can scope cleanup for gaps.
Your involvement is light: answer occasional transaction questions, upload documents when asked, and review reports. Juris CFO agrees a check-in cadence so work stays current without taking over your calendar.
A short consultation is the fastest way to get a clear answer on scope and pricing — no obligation, no guesswork.