How We Work

Your Accounting & Bookkeeping Solution

Wondering how the process works when you sign up with Paper Mountain Accounting? Read about our process below.

We're here with you every step of the way to make sure your business stays in good financial health. When you work with Paper Mountain Accounting you can rest assured knowing you're in good hands.

Getting Your Finances In Check

An Accountant That Will Help You Achieve Your Business Goals

Assessing Your Situation

We take time to have a discovery call with every new client to precisely determine your business's situation and how we might be able to help you.

Whether you struggle with bookkeeping, taxes, payroll or more, we can help propose a solution to keep your business's financial health in tip-top shape.

Your business is unique, and we're here to offer a unique accounting solution for your specific needs.

The Proposal

Once we’ve had our discovery call, we will schedule a meeting to review our custom proposal where we will go over a range of monthly plans. We’ll answer any questions you have and you can choose the service and support level that works the best for you.

Our monthly plans are designed to give you the services and support you need for one price. All of our plans include access to a CPA so you can get answers to your questions without worrying about getting a surprise invoice.

We're here to assist you every single month so that all of your pressing financial questions are answered right away, and you always have clarity and transparency about your business's financial situation.

Onboarding

Once you accept our proposal, we’ll start the onboarding process. We’ll set up the accounting apps your business needs and gather the documents we require to get started on your work.

This process can take up to 90 days, we are very thorough and will keep you updated on the progress.

Benefits Of Working With Us

Key Features Of Paper Mountain Accounting

An Accountant That Cares

Our clients are important to us. That means we're here for you whenever you have any accounting or bookkeeeping questions.

We're more than happy to chat with you if you have questions and to help you find the right solution so that you can reach your business goals.

Getting To Know Your Business

We know that every single business operates differently, and every business owner has their own goals.

That's why we take time to get to know your business before we start working with you. We want to make sure that we can deliver services that will help you and give you value.

Providing Transparency & Clarity

We aim to provide absolute transparency and clarity to all of our clients.

That means we’ll take the time to go into the level of detail you need to feel comfortable with your finances and our recommendations.

Understanding Small Businesses

Running a small business can be overwhelming, your accountant should help you focus on what matters most to you.

At Paper Mountain Accounting, we understand exactly what it takes to start a business from the ground up. We're here to help ease your worries and get you on track so you can keep growing your company.

Offering Financial & Business Advice

Because of our experience with starting and running a small business, we also understand what every business needs to be successful.

We're here to offer all of our clients financial and business advice to help you reach your business goals and milestones. Ready to get your finances on track with an accountant that cares? Contact our team today to see how we can help you.

Latest News & Articles

Accounting Tips & Tricks

What is a Shareholder Loan?

25 November 2021

Shareholder loan accounts are one of those things that aren’t immediately intuitive. It’s not an actual bank account, and it’s not like accounts receivable, where you can

Read Full Article