From First Conversation to Ongoing Delivery “Here Is What Working With Collar Assist Looks Like”
01.
Free Assessment
Week 1
We review your current accounting setup in detail, identify gaps and inefficiencies, understand your software stack, and scope the engagement precisely. No obligation, no cost.
02.
Onboarding
Weeks 1-2
We establish access to your accounting software, build out your specific workflows, and assign your dedicated accounting professional. A full NDA is signed before any data is accessed or shared.
03.
Transaction Processing
Your Team Gets to Work
Your dedicated bookkeeper or accountant processes transactions in platforms like QuickBooks, Xero, and 20+ platforms, moving faster and with fewer manual errors than spreadsheet-based work.
04.
Human Review & Validation
Every Cycle
A qualified accounting professional reviews all output before delivery, flagging exceptions and verifying compliance.
05.
Delivery & Insight
Monthly
You receive clean, accurate financial statements, reports, and any required filings “delivered on time, every time, accompanied by clear commentary on anything your business needs to know.”
06.
Ongoing Communication
Regular scheduled check-ins, full availability during your business hours, and responsive support on any questions, changes, or emerging requirements.
Ready to see the difference?
Start with a free Financial Operations Assessment. We will review your current bookkeeping setup, identify automation opportunities, and show you exactly what Collar Assist would look like for your business - no obligation.
Book Your Free Assessment