Thank You — We Received Your Intake Form

What Happens Next

1. We Review Your Information

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Within 1 business day, we will review:

• Your business details

• Your financial documents

• Your bookkeeping needs

• Any notes or special circumstances
   

This helps us understand your current situation and determine the best path forward.

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2. We’ll Reach Out With Next Steps

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Once the review is complete, you’ll receive an email outlining:

• Any questions we have

• Clarifications needed

• Recommended services or plans

• Estimated timeline

• Pricing confirmation (based on your actual workload)
   

3.  Book a Discovery Call

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If you'd like to speak with us directly, you can schedule a call at your convenience:

➡ #
(You will replace this with your real booking link — I can help you set that up next.)

 

If You Uploaded Documents

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Thank you — this helps speed up the process. We will review:

• Bank statements

• Credit card statements

• Previous bookkeeping data

• Prior tax returns

• QuickBooks or accounting files
   

If anything is missing or unreadable, we will follow up.

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How Long Does This Take?​

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Most reviews are completed within:

• 24 hours for standard monthly bookkeeping

• 48–72 hours for full cleanup or catch‑up projects

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We will always communicate clearly so you know exactly where things stand.

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Need to Send Additional Files?

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If you forgot something or need to send updated documents, you can email them to:

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askbrian@automatedbookkeepingaz.com
 

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Thank You Again

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We're excited to learn more about your business and help you get clean, accurate, stress‑free books.

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If you need anything in the meantime, feel free to reach out.