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DialBookkeeping

Request a consultation

Let's talk about your business.

Tell us a little about your business and the bookkeeping support you're looking for. We'll review your inquiry and contact you about the next steps.

Where we work

Based in Miami, Florida. Serving clients remotely throughout the United States.

Low-pressure by design

Submitting the form doesn't commit you to anything or schedule an appointment automatically.

About you
Your business
Services needed *

Select all that apply.

Please don't include passwords, bank account numbers, tax ID numbers, or employee personal information. Sensitive records are requested later through a secure process.

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What happens next

From your inquiry to onboarding

A straightforward sequence, so you always know where things stand.
  1. 01

    We review your inquiry

    We read through your business information and the services you're interested in.

  2. 02

    Discovery consultation

    If it looks like a potential fit, we'll contact you to arrange a conversation.

  3. 03

    Understanding your books

    You walk us through your accounting software, recordkeeping challenges, and what your business needs.

  4. 04

    Customized proposal

    We send a proposal describing the recommended services, scope, pricing, and expected next steps.

  5. 05

    Onboarding

    Once you accept the proposal, we begin the agreed onboarding process.

Client onboarding

What you may need to prepare

Once a proposal is accepted, we'll request what's needed for your specific engagement. Here's what that typically includes.

QuickBooks Online access

You'll be asked to invite Dial as an accountant user with appropriate permissions. Please never share your personal login credentials.

Bank & credit card records

Statements and access to the transaction records needed to reconcile your accounts.

Point-of-sale reports

Depending on your business, sales, payment, fee, refund, tip, and payout reports from systems such as Square, Vagaro, Fresha, Mindbody, or others.

Payroll information

If payroll bookkeeping is included, payroll summaries, tax liability reports, and supporting documents from your payroll provider.

Existing bookkeeping records

If your books need cleanup, previous reports and records help us understand what needs correcting.

Secure information sharing

Sensitive records are requested only after engagement, through an appropriate secure process. Never email passwords or financial credentials.

Platform names are examples of systems businesses commonly use. Dial does not claim certification with any specific point-of-sale or payroll platform.