We often work with businesses that already have a bookkeeper. The reason for this is varied and can
In all cases the owners are concerned about the switching process. From having to provide access to
vital documents and accounts, to all the specialized knowledge that people have in their heads. Not only
are there many unknowns that come with change, but also concerns that company tasks need to be
completed in real time, so that important business items such as billing customers and collecting
receivables don’t fall behind.
We have an on boarding team that is dedicated to ensuring a complete and smooth transition. From a
detailed checklist to make sure no details fall through the cracks, to streamlined software solutions that
improve the flow of information, we are dedicated to ensuring the onboarding process is fast, accurate,
real time and complete.
We offer a guarantee to meet the costs of any possible errors caused by the switch to ensure peace of
mind, and furthermore we will build a detailed process manual for your company so that any future
changes are easy to implement, as they are fully documented, and absolutely free.
See what our clients say about the transition:
Switching to Evergreen Business Solutions was so easy that we didn’t notice any interruptions to our
-Our Town Café-
We are very happy with the change to Evergreen – their checklist made the process seamless and they
did all the work on their end with our old team.
The new manual that we have is outstanding, it’s a relief to have documentation of all our systems and
tasks in one place.