Seamless client onboarding at Richardson Bookkeeping LLC

Experience a seamless onboarding process with Richardson Bookkeeping LLC. We’ve designed a streamlined approach to make your transition effortless. Understanding the challenges of working with a new bookkeeper, we provide a clear, step-by-step process to ensure a smooth start and a successful long-term partnership.

Step 1: Schedule your free consultation

The first step is to schedule a free consultation. You can easily book a call through our website. During this consultation, we’ll discuss your specific business needs, financial goals, and how Richardson Bookkeeping LLC can help you achieve them.

Step 2: Secure your client portal

We prioritize the security of your financial information. That's why we set up a secure TaxDome portal for each of our clients. This portal allows for secure document sharing and communication.

https://richardsonbookkeepingllc.taxdome.com/

Secure portal Link- If not already signed up Please sign up and Select Service needed, if already signed up just login

 

 

Step 3: Upload your documents

Using your secure Tax Dome portal, you can easily upload your prior-year tax returns, bank statements, and other essential business records. Our expert team will thoroughly review all documents for accuracy and compliance, ensuring that nothing is missed and that your financial records are in order.

Step 4: Personalized setup

For bookkeeping clients, we seamlessly integrate Double to provide real-time financial tracking and insights. We customize your chart of accounts to align with your business's specific needs and connect your bank feeds for automated data updates. This ensures that your financial information is always current and accurate.

Step 5: Kickoff & ongoing support

Once your setup is complete, we’ll begin managing your ongoing bookkeeping and tax tasks. You’ll receive regular updates and detailed reports to keep you fully informed about your financial performance. Plus, you can reach out to us anytime through TaxDome or Double for immediate support and answers to your questions. At Richardson Bookkeeping LLC, we’re more than just bookkeepers—we’re your trusted financial partners.

To make communication simple and reliable, we provide two dedicated platforms: TaxDome and Double. These tools will work side by side throughout your engagement with us, ensuring secure document sharing, real-time updates, and instant messaging. Whether you need to upload files, review reports, or ask questions, you’ll always have two convenient ways to connect. At Richardson Bookkeeping LLC, we go beyond bookkeeping—we help you build financial confidence.

 

Introducing a new feature for 2026: the Tax Return Tracker. With your Double login, you’ll know exactly where you are in the process—every step of the way.