How do SmartStart trainings work? When would I start, how should I prepare, what will happen?
After you purchase the SmartStart program, you will receive an email with your estimated start date. A calendar link will be provided, and you simply confirm dates for your three calls that work best with your schedule. During your calls, you and your trainer will review each item on the agenda for that call. These calls are one-on-one and recorded for your reference later if needed.
Is the SmartStart training schedule flexible?
Yes! You will be provided a calendar link for your trainer. Based on their availability and yours, you can schedule times that work best for you.
Can I wait to schedule trainings until I have sales coming in and numbers to work with?
Yes, you will want to have sales and expense numbers on record for the training. Keep in mind that all three calls should happen within 90 days.
Is there an onboarding process prior to training? How long does the onboarding take before training starts?
Our client service manager will reach out and gather information from you while you are waiting for your start date. During this time, our team will be prepping your books to start the training. Once you schedule your first call, you will be ready to get the training started!
Can Profit First be integrated and who does that setup?
Profit First can be integrated into SmartBooks. We recommend you have a few months of data in your SmartBooks before you start the Profit First journey. We have three ways to help you integrate Profit First into your SmartBooks:
- Profit First for Ecommerce Sellers online course
- Profit First JumpStart, our one-on-one coaching program
- DIY free resources found on our website
Is there a preference between QBO or Xero?
We have an excellent team of bookkeepers who are certified in both QBO and Xero. It is ultimately your choice about which one you want to use for your business books.
Am I responsible for purchasing the software subscriptions? Are there deals for software?
We are a wholesale dealer of QBO and offer special pricing on QBO subscriptions. We do not have special pricing for Xero but can hold that software for you as a pass-through cost. For A2X, we ask that you hold this subscription because the pricing can change month to month.
What’s the cost for the SmartStart program?
SmartStart is a one-time investment of $975. You can purchase immediately on Shopify. Our sales manager will then reach out via email to discuss your software needs. Alternatively, once you’ve connected with our sales manager, she can prepare a contract that includes SmartStart and the software you will need based on your conversation with her. The only ongoing payments would be for the software you choose to subscribe to through bookskeep, due on the first day of each month.
Does bookskeep offer tax services?
At bookskeep, we do not do sales tax or federal tax work. We do partner with amazing tax professionals. Email Bree@bookskeep.com for referrals.
Start Smart with SmartStart
Our SmartStart service is a curated training program designed to equip you with the essential skills and knowledge for effective ecommerce bookkeeping. Each segment of our training is planned and follows a specific agenda that is essential for laying a strong foundation and ensuring that you are prepared to manage your books with confidence.
We understand that each business is unique, and that you may feel inclined to focus (or not) on specific areas of the program. However, to maintain the integrity and effectiveness of SmartStart, it is crucial that we adhere to the set agenda.
Should there be parts of the program you prefer not to engage with, we will conduct some quick checks to ensure you’re on the right path and then conclude the session. This allows us to maintain a structured learning environment and so that you will have the opportunity to continue with the scheduled agenda in the subsequent call.
Before making a purchase, we encourage you to review all program details, requirements, and system compatibility to ensure that SmartStart meets your needs. Please reach out to bree@bookskeep.com to answer any questions you may have about the program’s features or requirements before you commit to your purchase. Please be advised that all purchases of the SmartStart program are final. We do not offer refunds once a purchase has been made. This policy is in place to help maintain the integrity and quality of our content and services.