How Visor works
This is what getting set up with Visor actually looks like — from the first conversation to the point where your books, reporting, and tax process run without you thinking about them.
This helps us hit the ground running — your income sources and filing type tell us a lot.
Kickoff and access
Connect your accounts, upload your documents, and we take it from there. We get to know your business and build a plan around it. No need to have everything in order — we meet you where you are.
Getting your books current and your system built.
We get your books current, close any gaps, and build your accounting structure around how your business actually runs — categories, entities, chart of accounts. Your tax plan gets built in from the start, so strategy isn't an afterthought.
Your Visor workspace
Activating 0/6 modules
Unified workspace
P&L, balance sheet, cash flow
Quarterly estimates & filing
1099 tracking
Secure document vault
Tax prep workflow
Monthly books and reporting — same format, every month.
Your books stay current and reports go out every month — a clear, straightforward view of your profit and cash. Issues are handled as they come up. No gaps, no guesswork, no chasing. This becomes your system of record.
Quarterly tax planning — all year, not just at filing time.
Each quarter, your CPA reviews your tax position — not just your books. Estimated payments are calibrated to what's actually happening in your business. Deduction windows, retirement contribution timing, and entity structure are reviewed before decisions are locked in.
At year-end, we go through your books, identify any remaining tax savings, and prepare and file your return. Extensions are common. What matters is getting it right.
Tax Payment Due — April 15, 2026
team@withvisor.com · to you
Hi Sarah,
We've completed the assessment for your 2025 balance payment and Q1 2026 tax estimate. Payments are due by April 15, 2026.
Filing — the final step of a year-long process.
Business and personal returns prepared and filed. Because your books have stayed current and your tax plan has been active all year, filing is a review — not a reconstruction. Whether that's April or after an extension, we handle it start to finish.
A system that keeps running — and a team that keeps up.
You have a team that knows your business. As your revenue shifts, your structure changes, or new questions come up, your books and tax strategy adjust with it. You're not starting over with someone new every year. You're already inside a system built around you.
What the first month looks like — and what comes after.
- 01
Week 1
- Accounts connected
- Documents collected
- 02
Weeks 2–3
- Cleanup and system setup
- Kickoff call
- Historical data organized
- Initial structure built
- 03
Weeks 3–4
- First Month End Close report
- System fully running
- Tax plan and quarterly schedule set
- 04
After Month 1
- Ongoing monthly bookkeeping
- Reports delivered on the same date each month
- Quarterly tax position reviews — estimates, deduction windows, and planning
- Year-end filing prepared and handled
You don't have to wait months to see progress. Most clients see the shift within the first few weeks.
What running on Visor looks like
Clean, current books
Organized as activity happens, not caught up after the fact
Reports you can use
Same format every month, clear enough to make decisions with
Proactive quarterly tax planning
Not just filing when deadlines arrive
A system that keeps up as you grow
One place for everything, no rebuilding when complexity increases
A team that knows your business
Bookkeepers and licensed CPAs accountable for all of it
This isn't a one-time cleanup. It's a system that keeps working.
You don't need everything in order to get started. We'll take it from here.
One conversation with our team is all it takes to understand your situation, answer your questions, and show you what Visor would look like for your business specifically.