Start here
Complete your bookkeeping and accounting intake.
Use this page to begin your FirstLedger Accounting intake. The intake helps us understand your business, bookkeeping system, cleanup needs, QuickBooks access preference, and the level of accounting support you need.
Before you begin
Use the intake form for the first review.
Choose the Hybrid option if your business will connect QuickBooks and also upload supporting documents such as bank statements, receipts, payroll summaries, AP/AR lists, or cleanup records.
- Bookkeeping cleanup and catch-up review
- Monthly close support
- QuickBooks Online connection preference
- Document upload readiness
- Pro accounting support screening
FirstLedger Accounting Intake
Start with a secure bookkeeping profile.
This intake helps us review your current bookkeeping condition, service needs, document readiness, and QuickBooks connection preference before we recommend the right support path.
Best for: monthly bookkeeping, cleanup, reconciliation, Pro accounting support, and hybrid QuickBooks-connected support.
After submission: we review your answers and provide the next step for document upload, QuickBooks connection, or consultation.
What happens after intake?
1. We review your profile
We look at your industry, transaction volume, cleanup needs, QuickBooks status, and preferred service level.
2. We request documents
You receive a document upload path for bank statements, CSV exports, receipts, payroll files, invoices, and other records.
3. We set up your bookkeeping workflow
Your account is prepared for monthly close support, reconciliation, exception review, financial summaries, and client reporting.