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Jordan will reach out within 1 business day.
If you need to make changes, reply to your confirmation email.
Tell us about your business so we can put together the right plan.
Here's what we need to get your engagement started. I've also sent this list to your email.
For each system we'll be working in, here's what you'll need to do to grant access.
Book a session at https://calendly.com/akanafinancialservices/30min. Once scheduled, I'll send you a Splashtop installer link. You install it on your computer (takes about 2 minutes), I connect to your screen during our call, and we set up access to QuickBooks, Gusto, DOR, and anything else you need — all in one pass. You enter your own passwords; I never see your credentials.
I'll review your responses and reach out within 1 business day with a proposed plan.
Reply to your confirmation email if anything changes or you have questions.
Got it — I've emailed you a private link with the next steps. To put together your quote, I'll need a few documents and your QuickBooks Online access. Open the email and click "Continue setup" when you're ready.
Your link stays live, so there's no rush. You can come back anytime.
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