Simple, Secure, and Straightforward.
Getting started with Bagrawat Financials takes four steps. No paperwork maze, no confusing portals, no surprises — just a clear path from your first conversation to accurate, professionally managed financials.
No obligation. No jargon.
Book a Free 15-Minute Consultation
The first step is a short, focused call to understand your business, your current financial situation, and what you need. We'll discuss which service fits best — whether that's a one-time QuickBooks clean-up, ongoing monthly bookkeeping, or tax preparation — and answer any questions you have about working together.
- 15-minute video or phone call at a time that suits you
- No commitment required — just a conversation
- We'll confirm scope, timeline, and next steps before the call ends
Clear scope. Clear fees. No surprises.
Receive and Sign Your Engagement Letter
After the consultation, you'll receive a written engagement letter outlining the exact scope of work, the fee, and the timeline. Everything is documented before any work begins. Once you sign, we set up your secure client portal and you're officially onboarded.
- Written engagement letter with fixed scope and fee
- E-signature — no printing, no scanning, no post
- Secure client portal access provisioned upon signing
Encrypted portal. No email attachments.
Share Your Documents Securely
All document exchange happens through your encrypted client portal. You'll receive a personalised checklist of exactly what we need — bank statements, prior-year returns, QuickBooks access, or payroll records depending on your service. Upload at your own pace; we'll follow up if anything is missing.
- Personalised document checklist — no guessing what to send
- Bank-level encrypted portal — never email attachments
- Upload on your schedule; we'll confirm receipt and flag gaps
Professional delivery. Clear communication.
We Handle the Work — You Stay Informed
Once your documents are in, we get to work. You'll receive progress updates throughout, and a final delivery notification when your clean financials, reconciled books, or filed return are ready. We remain available year-round for questions, IRS correspondence, and ongoing support.
- Progress updates throughout the engagement
- Final delivery with a clear summary of work completed
- Year-round availability for questions and IRS matters
What to Expect
Response Time
All client messages are responded to within one business day. During tax season (January–April), we prioritise active engagements and communicate any delays proactively.
Turnaround Times
QuickBooks clean-ups are typically completed within 5–10 business days depending on volume. Tax returns are filed within 10–15 business days of receiving complete documents. Monthly bookkeeping is delivered by the 15th of the following month.
Communication
All communication happens through the secure client portal or scheduled calls. We do not conduct business over personal email or messaging apps.
IRS Notices
If you receive an IRS notice at any point — during or after an engagement — contact us immediately. As your Enrolled Agent, we can respond, represent, and resolve IRS matters on your behalf.
Received an IRS Notice?
Don't wait. Contact us immediately — even if you're not yet a client. As a federally licensed Enrolled Agent, we can review the notice, advise on your options, and represent you before the IRS.
Ready to Get Started?
Book your free 15-minute consultation and take the first step toward accurate, professionally managed financials.
Book a Free Consultation