Whether you're here for bookkeeping, payroll, sales tax, or full-service support, each step below will walk you through exactly what we need to get your services up and running.
From signing your agreement to uploading documents and connecting accounts, we’ve got you covered.
Document copies will be stored in your mCore Client Portal
If you ever have questions, our team is just a message away. Let’s build something great together — starting now.
1. SECURE YOUR SERVICES
Our team will send your onboarding documents via email.
This will include:
-engagement letter
-initial invoice
-billing authorization form
This will come as one document to be completed, signed and submitted back to us.
Please complete this within 3-5 days on receiving it.
2. INTAKE FORM
If applicable to your service package, submit your intake form.
If bookkeeping is your only service, there is no other intake form needed.
Complete forms in its entirety.
Chose from the options above.
Complete all that apply.
3. CONNECT ACCOUNTS/
ACCESS
Grant access to log into existing accounts.
Applicable for services using Quickbooks, payroll platforms and sales tax platforms (see examples below).
-See link below for tutorial videos and resources for connecting accounts
Use email: [email protected]
Platform examples: Quickbooks, Collective, Toast, Square, Gusto, Paychex, ADP, State Department of Revenue/Labor
4. UPLOAD DOCUMENTS
Previous bank statements (timeline specified in engagement letter)
Mortgage statements (if applicable)
Payroll history (.csv, .qbo, .xls)
5. SCHEDULE ONBOARDING CALL
30-minute onboarding call between the 11th and 31st.
This call is required before services commence.
NEED HELP CONNECTING YOUR EXISTING ACCOUNTS?
WE ARE HERE FOR YOU
We know financial operations can be overwhelming—that’s why you hired us.
Our goal is to provide peace of mind, clarity, and expert support.
Important Policies & Reminders
Onboarding Policy
All onboarding happens between the 11th–31st. We do not onboard new clients before the 11th or after the 24th of the month.
Intake Forms Submission
Must be submitted by the 20th. Forms submitted after this date will be onboarded the following cycle.
Bank Statement Submission
Bank statements for the previous month must be uploaded by the 7th of each month. Late submissions may result in delayed reporting.
We Offer Different Financial Services
Service Breakdown & Expectations
Bookkeeping Services
Submit: Bank Statements, Mortgage Docs, Invoices, Insurance, Airbnb StatementsMust connect all applicable accounts.
Accounting Services-Monthly
Bookkeeping
Budget Analysis
Financial Reports
Submit:
Bank Statements, Mortgage Docs, Invoices, Insurance, Airbnb StatementsMust connect all applicable accounts.
Accounting-Quarterly
Bookkeeping
Budget Analysis
Submit:
Bank Statements, Mortgage Docs, Invoices, Insurance, Airbnb StatementsMust connect all applicable accounts.
Payroll
Login Access to accounting and payment processing softwares. We will begin our payroll services 7 days post on-boarding.
Fractional CFO Services
Onboarding process takes up to 60 days. We will begin first by backtracking past financials and data to undergo assessment. Please schedule your onboarding call prior to uploading any documents.
Tax Planning & Strategy
Consultation please submit any previous years taxes and documents if you are a new client through your intake form.
Your Onboarding Call Is Vital To Your Success
Please schedule Your Call. If you have any questions prior to your call, please send us an email at [email protected]
Meet The Team
From taxes to your financial analysis we've got you covered.
Courtney Matthews
CEO/ Senior Tax Accountant
Dynasty Myles
Junior Tax Accountant
Brittany Johnson
Senior Tax Agent
Tomeshia Cole
Senior Tax Agent
Other Staff:
Tax Account Manager: Charietta Hill
Client Care Assistant: Shanika Hines
Operations Specialist: Milca Silva
Digital Platforms Assistant: Alexander Braden