Our Process.
Our Process
At TS Balance, we recognize the frustrations that often arise between clients and their accountants — from constant requests for information, to repeating the same details to different team members, to only hearing from your accountant once a year. That’s why our discovery and onboarding process is intentionally designed to eliminate these pain points from day one.
Every relationship begins with clarity. You’ll start by completing a quick discovery form that helps us understand your needs and confirm whether we’re the right fit. If there’s alignment, we send over a link to schedule a discovery call.
During this call, we look at your goals, current challenges, and future plans, whether personal or business-related. This is a high-level conversation designed to give us the insight we need to craft a tailored service plan.
If we’re a strong match, we prepare a comprehensive proposal outlining recommended services, fees, timelines, and engagement terms.
Before finalizing, we may request supporting information or complete a short review of your existing accounting systems to ensure accuracy.
Once the proposal is signed, we will plan a kickoff call to set the tone for our relationship.
We walk through your service package, review timelines, and outline any software implementation or integrations required. This call ensures expectations are aligned and everyone is confident about the path ahead.Your onboarding period typically lasts 1 to 3 months, depending on your needs. This is a thoughtful, structured phase where we immerse ourselves in your financial workflow and set up or refine your cloud accounting systems.
We also designate a “champion” on your team to work closely with us and facilitate a smooth transition. By the end of onboarding, your processes are organized, efficient, and ready for ongoing support.
After our first 90 days together, we meet to review progress and ensure everything is operating exactly as intended.
We recap the work completed, discuss any updates or changes in your financial world, and adjust our approach as needed. This ensures your support remains proactive, strategic, and aligned with your long-term goals.