Next available: November 9, 2026

1. Book your kickoff

Schedule a 30-minute kickoff call. Calls are available Tuesday or Wednesday mornings.

After kickoff

2. Complete intake and share records

Complete the secure intake form and provide your latest tax return and payroll reports through the secure portal.

After intake

3. Connect your accounts

Connect QuickBooks Online and provide read-only bank and credit-card access. Never email passwords.

During setup

4. Review the first month’s records

Review the records and resolve any missing-document questions with the Juniper team.

Before monthly service begins

5. Attend your results call

Review results with Maya, then begin regular monthly bookkeeping.