Our new client setup is fast, easy, and supported by our industry leading team.
The first step in getting started with AIS Solutions' services is to schedule a 30 minute discovery call with our team. We will take the time to learn as much about your business as we can. From that call, we identify a scope of work, and provide a few options that meet your needs, and your budget.
Once you accept our proposal, you will be scheduled to meet with our onboarding team. They will guide you through the setup of technology and work with you to gain access to all of the systems you currently have integrated into your business. For example, this includes sales channels, bank e-statement portals, and anything else that would be relevant to your accounting.
Once all of the necessary information and access is gathered, we then can begin our regular work, and above all, you can expect accurate financial reports each month.
We believe in retaining customers because of their satisfaction, not because of legal paperwork. That is why we don't have contracts and AIS Solutions' engagements are month-to-month. Because of this, we allow cancelation anytime with 30 days notice. You retain ownership of your data, and we never hold any of your information hostage. We are confident that if you decide to work with our team, you will be glad to continue and only need to move on once your business has outgrown us.
We know businesses evolve! That is why AIS Solutions provides scope based agreements that renew month-to-month. This way we can first meet your needs today, and later scale our support to keep pace with your businesses development. With AIS Solutions, you are taking control of todays accounting needs, and planning for tomorrows.
We think of all of our clients as business partners, and shape our services around the evolution of the businesses we serve. AIS Solutions is the accounting partner that is prepared to grow with you.
Every AIS Solutions client receives duplicate team support. Two team members are trained on every client file and are overseen by a Senior Accounting Manager who supervises the rotation of tasks amongst the team.
Why we work in teams:
This helps us ensure consistency and quality even in the event of a sick day, or other unforeseen gap. You benefit from a dedicated go to point of contact, a team that is familiar with YOU and your business, and the assurance that your accounting is in the hands of an industry leading team of pros.
Every entrepreneur is going to have a different point where they need bookkeeping support.
In general, here are a few indicators that your business could benefit from a professional bookkeeper:
1) You're getting ready to hire your first employee
2) Your revenue is at $250k/yr or more, or you anticipate revenues of $250k+ within a year
3) You are raising money through VC, Angel Investors, Private Equity, or bank loans
4) You lack visibility into your businesses financial performance or goals
5) Your current bookkeeper is struggling to deliver consistent results in a timely fashion
Ready to chat?
Connect with us today If any of these areas apply, or you are curious about your own unique situation. We look for mutual partners and long term relationships. As a result, we don't enjoy high pressure sales, and will provide any advice that we have to offer, whether or not that involves our support.
AIS Solutions is the industry leader in bookkeeping and QuickBooks training. This means that we don't provide tax support directly, however we are happy to work with your preferred CPA come tax season.
We are also pleased to refer a CPA from our existing network.
One of several factors that determines your monthly fee is transaction volume. For example, a supplier’s invoice to you which you need to pay would be reflected as 2 transactions: 1 for the entering of the bill, and 1 for producing a corresponding cheque / payment. If you’re not sure, don’t worry. We can help you assess your transaction volume.