Welcome Aboard!

We’re so happy that you’ve joined the BKFI team. Our next steps include booking your onboarding meeting, providing us access to your data, and digesting our expectations of how we’re going to work together.

Step 1: Read and Digest our Client Engagement Standards

Step 2: Book Your Get Organized Meeting

Recommended: Lastpass

Lastpass is the password Fairy Godmother you never knew you needed. We REQUIRE our clients to use a password manager as there are going to be a lot of logins throughout the financial planning process. We are partial to Lastpass but you can use Dashlane, 1Password, or another similar tool. A Google Sheet or notebook won’t cut it!

Step 3: Add us to your Quickbooks Online account (if you have one)

Our firm uses Quickbooks Online for all clients. If you already have a QBO account, we'll need to be added as your accountant. If you don't have one, we'll be sending an invitation to a new account. If you use another bookkeeping software, we'll discuss conversion steps. Xero users can add us using these steps. Please invite me to your Quickbooks as an accountant user with this email: shane@brooklynfi.com.

Step 4: Payroll Setup (optional)

Most of our clients will be using Gusto as a payroll provider. If you don't already have a Gusto account, you'll be receiving an invitation shortly. Please get started with the setup and we'll wrap up together in our Get Organized meeting.

If you already use Justworks please follow these steps to add us to your Justworks account (if you have one).

FAQs

How do I book a meeting?

We’ll almost always book our next meeting together so you’ll always know the next time you’re going to see us. You'll book all your meetings via an online scheduling tool called Calendly. Please note that Calendly will automatically add our meetings to your calendar as well as send reminders a few days before. Make sure you have the correct settings turned on to create calendar events from emails. Your assigned account manager will share their Calendly link with you so you can book time as needed.

How do I reschedule a meeting?

Please keep in mind that hours of preparation go into each of our meetings so rescheduling at the last minute throws off our whole day. If an emergency does come up, you can find a unique link to reschedule within the invitation on your calendar OR in the email reminder you received from Calendly.

How often will we meet?

We’ll have 2-4 meetings to “develop” our understanding of your books, records, taxes, and goals. Usually, those meetings take about two months to complete. After that, we have at least one scheduled meeting each year to discuss your tax return and the occasional ad-hoc meeting to solve problems.

How often should I log into Quickbooks Online?

You no longer need to log into your accounting records, but we do encourage engagement by our clients. If you do log in to your accounting records for whatever reason, please let us know if you intend to make any changes as we do not monitor our client’s activities in their accounts so it can throw us off if things aren’t ‘where we left them’.