Kickstart Program: A Seamless Start with MyBuilderCPA

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Ready to go immediately? Head over to our Self Guided Kickstart page. Otherwise, you can book your first Kickstart meeting with Jon Markee, CEO and Founder of MyBuilderCPA.

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Welcome to the Kickstart Program at MyBuilderCPA! We understand that the initial phase of our engagement is often the most challenging and complex. This is the time when we get to know your business inside out, allocate significant resources to address your accounting needs, and lay the groundwork for a successful, long-term partnership. By investing in our Kickstart Program, you ensure a smooth transition to routine maintenance, setting the stage for seamless service over the coming years.

What is the Kickstart Program?

The Kickstart Program is designed to provide a comprehensive onboarding and cleanup service for new clients. This program allows us to thoroughly review and clean up your QuickBooks Online (QBO) files, ensuring they meet MyBuilderCPA’s high standards from the very beginning. Our goal is to transform this initial, intensive period into a foundation for long-term success and efficiency.

Why is the Kickstart Program required to join MyBuilderCPA?

• Thorough Cleanup: We conduct a detailed review and cleanup of your QBO files, addressing all issues and discrepancies to ensure accuracy.

• Accurate Assessment: Avoid surprises and set clear expectations from the start.

• Deep Engagement: The Kickstart Program allows us to dedicate significant time and attention to your business, fostering a deep understanding and strong relationship.

• Long-Term Savings: Once the Kickstart phase is complete, you’ll notice significant time and cost savings as we transition to routine maintenance, eliminating the need for additional cleanup work.

• High-Value Clients: Our program targets sophisticated, successful clients who are committed to maintaining excellent financial records.

• Ongoing Support: Enjoy a smooth transition to our routine services with continuous support.

How the Kickstart Program Works

1. Initial Assessment and Agreement:

   • QBO File Review: We start with a comprehensive review of your QBO file to identify major issues and necessary cleanup work.

   • Engagement Terms: We outline the engagement terms, including the hourly rate and the process for additional deposits.

2. Kickstart Cleanup Service:

   • Dedicated Cleanup Team: Our team works efficiently to execute the customized cleanup plan.

   • Regular Updates: You receive regular progress updates, including hours spent and the remaining balance.

3. Post-Cleanup Review and Transition:

   • Final Review: We conduct a final review of your QBO file to ensure all issues have been addressed.

   • Client Approval: Both parties agree that the books are clean and ready for routine services.

   • Credit for Unused Funds: Any unused portion of the $10,000 is applied as a credit towards future routine services.

4. Routine Service Billing:

   • Ongoing Rates: You are billed at your normal rate for routine services, with discounts for quarterly or annual prepayments.

   • Automatic Payments: You must set up automatic ACH payments for ongoing services and additional cleanup deposits, if they are needed. Once your Kickstart balance drops to $1,000 or less, we will send you an email alert to inform you that we will have to process another charge. Future charges will be processed in $5,000 increments and any unused portion will be turned into a credit toward routine maintenance, just like the original payment.

How to Get Started

1. Get your price and sign up: Begin by completing our online questionnaire to provide us with basic information about your business and accounting needs. Then, complete and sign the engagement letter on our website.

2. Schedule your first Kickstart Meeting: After you sign your engagement letter, you will be prompted to set up your first call with Jon Markee, CEO and Founder of MyBuilderCPA. Ready to get started right away? Click here to visit the Kickstart task page.

3. Enjoy a Smooth Transition: Our team will begin the cleanup process, keeping you informed every step of the way, and transition you seamlessly to our routine services once the cleanup is complete.

FAQs

What happens if my books are already clean?

• If your books require minimal cleanup, any unused portion of the $10,000 will be credited towards your future routine services.

How will I know how many hours have been used?

• We provide regular updates on the hours spent and the remaining balance, ensuring complete transparency throughout the process.

What if I need more than 50 hours of cleanup?

• If the cleanup requires more than 50 hours, we will notify you when the balance falls below $1,000 and automatically charge an additional $5,000 deposit via ACH.

How do I transition to routine services?

• After the cleanup is complete and both parties agree that the books are clean, you will transition to your chosen routine service plan with MyBuilderCPA.

Will I earn Favor Points on the amount paid for Kickstart?

• Yes, you will immediately start your Favor Point balance with 10,000 but you will not double accrue points for the portion that turns into a credit toward your routine service plan once we both agree that the Kickstart is over.

Contact Us

Ready to get started with the Kickstart Program? Have more questions? Contact us today to learn more about how we can help you achieve accurate and organized financial records.