Step by step process for getting started with IBC

Step 1: Fill out the contact form and include details about your business, how many employees you have, what services you will be requiring and any relevant information.

Step 2: We will reach back out to you in order to arrange a time for a phone call.

Step 3: We will have a phone call to discuss what your business in detail and answer additional questions.

Step 4: If you do decide to work with us, you will need to sign our bookkeeper-client contract, make sure you have a way to digitize any physical documents as well as a means to encrypt sensitive information before sending it.

Step 5: We will assign a bookkeeper to you and give you their company contact information.

Step 6: If you already have a QuickBooks account setup, invite the CEO as well as your personal bookkeeper to the QuickBooks file so they can create their own logins in order to access it. Make sure all the permissions that the bookkeeper needs are enabled. If you do not have a QuickBooks account, do not worry, we can make it for you on our end and invite you to create a client account to access the file.
Setting up a QuickBooks file involves entering in corporate information, connecting your business' cards and bank accounts to the file so that all transactions come in on a live feed and can be organized by the bookkeeper and inputting employee information for payroll(if you require this service). Some timesheet software for clocking employee hours can be connected directly to QuickBooks, if yours does not that is not a problem we will just need you to let your bookkeeper know the hours and they can be entered in manually.

With all of that done, the setup process has been completed. If you do have any questions please fill out the contact form.