We Are So Excited To Have You As A CFO Client!

Complete the six steps below in the order provided to begin your Client Onboarding process.

STEP 1 - WATCH THE ONBOARDING VIDEO BELOW 🔰

STEP 2 - COMPLETE THE CLIENT ENROLLMENT FORM 📃

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STEP 3 - SEND ACCOUNTANT'S ACCESS TO SAY YES TO PROFITS 💲

Create Accountant's Access for SYTP to your QuickBooks Online account.

Send the accountant's access to Octavia Conner @ [email protected]).

 

If we need to set up a QuickBooks Online account for your business, send an email to [email protected].

 

Below is a quick tutorial on how to use Octavia Accountant's access.

STEP 4 - SCHEDULE YOUR KICKOFF MEETING 📅

IMPORTANT - The meeting must be scheduled and completed within the next seven days.

STEP 5 - CREATE A USER FOR YOUR BANK ACCOUNTS 🏦

IMPORTANT - Access each bank, credit card, and merchant account you have and create user for Dr. Octavia.

Username - Octavia Conner

Number - 770.679.7431

Email- [email protected]

Address - 4550 Jonesboro RD Ste A2, #257, Union City, GA 30291

STEP 6 - SIGN INTO YOUR CLIENT PORTAL 🔏

IMPORTANT - You will receive an email after completing steps 1 -4 to our designated client portal.

We use a software called Basecamp. Download the app on your phone.

IOS - APPLE

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