Better Bookkeeping Means a Better Onboarding Process

We know that every business is unique, so we build individual bookkeeping support solutions for our clients based on their business needs and budget. When you choose to work with us, we take the time to understand your business from the beginning. Effective client onboarding is essential for building a successful relationship and maximizing our service.


Here’s a look at how we get to know our clients and set up a bookkeeping system for success:

Whether a potential client has been referred to us or found us online, we always do initial research before the first meeting! Our team will do a deep dive online to learn more about their business, including the industry, service areas, and operations.

–Initial Meeting: In-person (or Virtual)
The initial meeting is an important one! We believe that the key to the best professional relationships is mutual respect and understanding. We’ll listen to our potential clients’ business goals and learn more about what’s important to them.

–Get Informed
Access to current financial records is the first step after onboarding with us. A Capri Bookkeeping Team will work inside a client’s business to organize and analyze all the financial information.

–Partner with Your Finance and Business Team
Once we’ve accessed the information needed to get started, we’ll partner with our client’s accountant and other professionals handling their finances to streamline their business and maximize their finances.

–Weekly or Monthly Meetings
Cultivating a conversation and checking in with our clients is one of the best ways to keep them informed and move their business forward. We believe in taking a proactive approach, so we’ll identify and make recommendations each time we meet.

Building a better working relationship based on mutual respect and understanding is vital to us! This allows us to understand your business better and make proactive suggestions to maximize your business so you’re poised for growth. If you’re interested in working with us, email our Founder and CEO, Ethan Capri at