Client onboarding.
Welcome to WAYG. Here's everything you need to know about getting started with our bookkeeping, tax, and advisory services, designed to be simple and stress-free.
Your First 15 Days with Our Bookkeeping Services
Here's what happens when you join WAYG for small business accounting
Welcome Call & Bookkeeping Assessment
Meet your dedicated accounting team and discuss your business goals, current bookkeeping pain points, and expectations for our small business accounting services.
Account Connection & Setup
We connect to your business bank accounts, credit cards, and any existing accounting software over an encrypted connection, with read only access so we can never move money.
Historical Bookkeeping Review
Our accounting team reviews your historical financial data and brings your books up to date. We'll clean up any bookkeeping issues and organize your records.
Dashboard & Automation Setup
We configure your real-time financial dashboard, set up bookkeeping automations, and establish your recurring accounting processes for ongoing service.
Training & Handoff
We walk you through your new bookkeeping systems, explain your financial reports, and answer any remaining questions about your small business accounting.
Ongoing Bookkeeping & Tax Services
Your dedicated accounting team takes over ongoing monthly bookkeeping, financial reporting, tax planning, and unlimited support for your small business.
Documents We'll Need for Your Bookkeeping Setup
Gather these documents to speed up your accounting onboarding and help us get your books in order quickly
Don't have all these documents? No problem, we'll work with what you have and help you get organized.
Working Together on Your Small Business Accounting
What you can expect from our bookkeeping and tax services partnership
Dedicated Accounting Team
You'll work with the same bookkeeping professionals who get to know your small business inside and out
Regular Financial Check-ins
Scheduled calls to review your bookkeeping, discuss tax strategy, and answer questions
Fast Response Times
Expect responses to your accounting questions within hours, not days, usually within 4 hours
Easy Document Sharing
Secure portal for uploading bookkeeping documents and accessing your financial reports anytime
How your data is protected
Your financial data is protected with the same encryption used by major banks
Real-Time Financial Dashboard
Access your bookkeeping data, financial reports, and business metrics 24/7