Why is this call important?

  • You will get to know your personal bookkeeper, who is going to be working on your books.
  • Helps your bookkeeper better understand your business, pain points & needs.
  • To ensure your account is fully set up and assist you with any issues you may have.

What we cover on this call?

1️⃣ Learn more about your business (~10 Mins)
Topics we would like to know about.
  • Get a background of your business, state of books & taxes so far.
  • Get an overview of your business model and workflows.
  • Understand your goals and specific requirements.

2️⃣ Ensure your account is fully set up (~5 Mins)
Here's a pre-call checklist to ensure you save time on this call.
✅ Ensure that all your bank & card accounts are connected to Fincent. (Go to settings > Connect Bank)
✅ Ensure that your Fincent bookkeeper has 'read-only' access to your financial accounts and platforms.
✅ Ensure that your Fincent bookkeeper is added to your QuickBooks account (Applies only if you are already on QuickBooks).   

3️⃣ Personalized walkthrough of how Fincent works (~5 Mins)
You'll learn how you can get most out of Fincent.
  • We'll take you on a personalized product tour and demo to ensure you are comfortable with the product.
  • You'll learn how to interact with your dedicated bookkeeper. 

4️⃣ Q&A (~5 Mins)
We'll answer any questions you may have.
  • Working with your bookkeeper.
  • Troubleshooting. 
  • Product & services FAQ's.
  • Add-ons services and pricing.

Few tips to make this call productive

  • Ensure your account is fully set up. (Refer point #2)
  • Make sure you're in a quiet and comfortable location with a stable internet connection.
  • Make sure you join the call on a laptop or a desktop.
  • Keep credentials to your financial accounts handy, so we can help you provide access/get connected if needed.
  • Keep a list of questions ready for us to answer on the call.