Frogger Why Frogs

Is cAsh missing from your business?
Should your business be more ProfitAble?

As An entrepreneur And business owner you Are driven to build, creAte, And serve.

Let our teAmwork mAke your dreAm work!

Who we serve

Looking for someone who’s going to treat you than more than just the numbers?

Want someone who is going to learn about your goals and genuinely wants to help you achieve them?

Do you like dad jokes, sarcasm, GIFs/Memes, Robin Williams, or in general laughing at life?

Do you want someone who’s going to act like an extension of your team?

If the above sounds like a good time to you, then come join the party!

Roofers

HVAC

PAinters

Plumbers

Home Remodelers

LAndscapers

Other Construction And home services

Issues we help solve

Improving ProfitAbility

You're growing your business, but no matter how much revenue you bring it, there just never seems to be the profit to do the things you want to do.

Unfiled TAxes!

If you haven’t filed your taxes for 1, 2 or 5 years (maybe ever) and you need someone to audit your bookkeeping (or heck maybe you never did any bookkeeping!) Then we’ve got your back…so long as you’re in alignment with our values

WeAring too mAny hAts!

You started your business and had to do everything. As you’ve grown you kept doing everything. Now you’re getting exhausted, feeling like you can’t sell more, or your not spending time with your family, friends, and hobbies.

pAyroll nightmAres

Paying yourself and your team is probably one of the most important things that you can do as a business owner. Making sure you’re squared away with all the reporting and even the “simple” task of remembering to run payroll is one more headache you don’t need.

Someone’s gottA do it!

Sometimes, you just know that accounting isn’t your zone of genius, nor is it the best use of you and your team’s time. So when you know you are looking for someone to outsource your accounting to, but you still want them to be involved and understand what’s going on with you business and advise you on cost savings and profit improvement opportunities, then we’ve got you covered.

How we Work

Step 1 – Fit

This initial conversation plays 2 key functions. First, you’ve hopefully spent a little time learning about OTA from this website, our social media posts, talking with our team or our client partners, but it’s still a chance to really get a sense of are we going to be the right outsourced accounting partner for your business. Second, it’s our chance to get to learn about you, your business, and whether evaluate whether you’re going to be a good fit for our values

Step 2 – Technical Review

To make sure we can fully assess the scope of work, we need to sit down with you at your computer and actually dig into your financials. You’ll share your screen and we’ll ask you to show us information from your current accounting system, bank accounts, credit cards, as well as inquire about your payroll, any loans, inventory, and other elements of your financials system that may impact the scope of our partnership.

Step 3 – Scope And Price Proposal

After the technical review the OTA team will regroup and dial in the scope of your engagement as it pertains to our tiers of service {insert link to pricing page} and we’ll put together your custom price proposal. Since all of our prices are customized based on the complexity of your business, we find it best to review the scope and price proposal together to make sure we can answer any questions you have in real time

Step 4 – Contract Signing And Onboarding

You’ve selected a tier of service that’s right for your business, now we’ll put together a contract, payment authorization, and a consent release. For more detail on this part of the process check here {link to how we work page}. Then we’ll schedule an onboarding call. You’ll need to be at your computer again for this call and we’re going to connect your QBO to our account, make sure all the bank accounts and credit cards are properly sync’d and get any passwords that we’ll need into1Password, our secure password manager.

Step 5 – Settling in

One of our team leads will be the primary point of contact for this period. We’ll work on making sure all the recurring processes are set up in Financial Cents, our practice management software and secure client portal. We’ll document any tasks and processes that are unique to your business to make sure that no matter who at OTA is working on your business, that you’ll have consistent quality of service.

Step 6 – Going Steady Eddy

At this point we know how your business operates and you’re comfortable with the cadence of getting the needed information to OTA in a timely fashion so that your books are up-to-date. At this point things are cruising along but we’ll still be in touch as questions come up, and we’re always here to answer your questions and support your business and your goals

Step 1

Fit

This initial conversation plays 2 key functions. First, you’ve hopefully spent a little time learning about OTA from this website, our social media posts, talking with our team or our client partners, but it’s still a chance to really get a sense of are we going to be the right outsourced accounting partner for your business. Second, it’s our chance to get to learn about you, your business, and whether evaluate whether you’re going to be a good fit for our values

Step 5 – Settling in

One of our team leads will be the primary point of contact for this period. We’ll work on making sure all the recurring processes are set up in Financial Cents, our practice management software and secure client portal. We’ll document any tasks and processes that are unique to your business to make sure that no matter who at OTA is working on your business, that you’ll have consistent quality of service.

Step 6 – Going SteAdy eddy

At this point we know how your business operates and you’re comfortable with the cadence of getting the needed information to OTA in a timely fashion so that your books are up-to-date. At this point things are cruising along but we’ll still be in touch as questions come up, and we’re always here to answer your questions and support your business and your goals

Who we Are

First steps to work with OTA

If you’ve made it this far and you think working with Our Team Accounting might be for you then I’d encourage you to dig a little deeper on our website to learn more about our values, our kick ass team, the issues we solve, how we solve them, more about our pricing and what to expect when we present you with a proposal. If at any point as you’re realize that we’re the missing link to helping your business unlock its full potential you can click the yellow “Book Your Appointment Now” buttons at the top or bottom of any page

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