Overview

Congrats! You are about to meet with an expert Onboarding Accountant to share valuable insights on your financial reports, payroll, and tax savings. Please complete the following steps on your own, so the call can focus on an insights deep dive.

Action - Setup and Scheduling

  1. Click here to log into your Collective Dashboard.

  2. A module is waiting towards the top of your Collective Dashboard. It looks like this:

  3. Follow the steps in each linked article and check off the corresponding box.

  4. After all the boxes are checked, click the "Confirm" button.

  5. A scheduling window will appear.

  6. Pick the first available time that works for you.

  7. Click confirm.

Action - Preparing for the Meeting

  1. Be prepared with website URLs, logins, and passwords for all your checking and credit card accounts.

  2. Please email pdf's bank statements of business checking and business credit cards to [email protected]. You can ignore this step if your account is so new that you don't have a pdf statement yet. Definition of "business account" for this step = any account that contains only income and expense transactions related to your business.

Action - Attending the Meeting

  1. Make sure to attend the meeting from a desktop or laptop computer that can handle a Zoom screen share with a few browser tabs open.

  2. Parts of the meeting you'll watch the Onboarding Accountant share their screen.

  3. Parts of the meeting you'll share your screen, while we guide you around where to click.

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