YOU’RE ONE STEP AWAY
Let’s get your
books in order.
Secure your onboarding session and we’ll take it from here.
Your Onboarding Includes
30-Minute
QuickBooks
Review
Bank & Credit Card
Connection
Review
Bookkeeping
Needs
Assessment
Personalized
Bookkeeping
Recommendation
What Happens Next?
1
Pay Today
Complete your onboarding payment securely.
2
Schedule Your
Onboarding
Pick a time that works best for you.
3
Meet With
Our Team
We’ll review your business and answer questions.
4
Receive Your
Recommendation
We’ll recommend the bookkeeping plan that fits your needs.
5
Monthly Service
Begins
We handle your books so you can focus on growing.
Frequently Asked Questions
Why do I pay the onboarding fee first?
The onboarding fee covers the time our team sets aside to understand your business, review your current financial setup, and prepare a clear recommendation. It is separate from any ongoing monthly bookkeeping service.
Is this my monthly bookkeeping payment?
No. This is a one-time onboarding payment. After your onboarding session and review, we will recommend the monthly bookkeeping plan that is right for your business.
What if I need to reschedule?
Please contact us as soon as possible. We will work with you to find another available onboarding time.
What should I bring to my onboarding session?
Bring access to your bookkeeping software and a list of your bank, credit-card, and business accounts. We will tell you anything else we need after you schedule.
What do I get in the Bonus Reporting Package?
With the Bonus Reporting Package you get even more reports to take your business to the next level. Reports include KPI Analysis and Forecasting with more reports being added on a regular basis.
Know More. Grow More.
At 83 Oak, we believe accurate bookkeeping is the foundation for better business decisions. Our onboarding process ensures we understand your business before recommending the bookkeeping solution that’s right for you.
Secure & Trusted
Your payment is encrypted and processed securely.
Experienced Team
Bookkeeping experts who understand small businesses.
Your Data is Safe
We follow strict security standards to protect your information.
Focused on You
We’re here to help you know your numbers and grow your business.
Secure Checkout
Onboarding Fee
$500
One-time onboarding payment
What you’re paying for:
- 30-Minute Onboarding Session
- QuickBooks & System Review
- Needs Assessment
- Personalized Recommendation
Complete Your EnrollmentEnter your information below to begin your onboarding.
Payment