How We Work

The BB&T Method

Three principles shape how we work with clients. This work is built around people-first service, clear communication, and practical guidance that helps owners understand and use their numbers.

Foundation

People First

We believe business is deeply personal. A business supports families, creates opportunity, and helps build a lasting legacy. Your business matters to us because it matters to you, and we take the responsibility you have entrusted to us seriously.

Communication

Clear Communication

Communication works best when it is simple and direct. We want you to know where things stand, what matters, and what comes next. That means we respond promptly, speak plainly, and avoid unnecessary jargon.

Guidance

Educate and Advise

We want clients to understand what is happening in their business, not just receive reports without context. We welcome follow-up questions and value clients who stay engaged in the process. If you are used to getting financials without an explanation of the why behind them, working with us will feel different in a good way.

Process

A steady rhythm from discovery through advice.

The goal is to create clarity quickly in the first 30 days, then settle into a steady operating rhythm that keeps your books current and your communication predictable.

First 30 Days

Onboarding and initial setup

Initial onboarding
Kickoff call to review your business, your goals, and the next steps for getting started.
Request accountant access to QuickBooks or your current accounting platform, along with read-only bank and credit card statement access.
Set up your account in our client portal, TaxDome.
Post-onboarding
Review your current QuickBooks setup and recommend changes where needed.
Clean up historical data if needed.
Establish a consistent delivery schedule and cadence.
Deliver your first set of financial statements.
Reconcile cash and credit card accounts.

Ongoing Support

The ongoing reporting rhythm

Monthly financial statements delivered on the agreed schedule.
Monthly cash and credit card account reconciliations.
Loom video financial review on the Enhanced package, or a live financial review meeting on the Performance package.
Response time expectations that help you know when to expect an email, text, or call back.
Essentials: 1 to 3 business days.
Enhanced: 1 to 2 business days.
Performance: within 24 hours.

Response timelines are a guideline to help clients understand the typical turnaround for questions and discussion.