Resources & Support

Client Resources

Everything you need to know about working with Magnolia Advisory Group.

Common Questions

Frequently Asked Questions

Everything you need to know about working with Magnolia Advisory Group.

Getting Started

Working With Us

Here's what to expect when you engage with Magnolia Advisory Group.

Onboarding Checklist

What to prepare before your first engagement with Magnolia Advisory Group.

  • Bank and credit card statements (last 3-6 months)
  • Current accounting software login (if applicable)
  • List of outstanding invoices and bills
  • Prior year tax returns
  • Business formation documents

Software We Use

Tools and platforms we work with regularly.

  • QuickBooks Online (bookkeeping)
  • Xero (bookkeeping alternative)
  • GoHighLevel (CRM)
  • HubSpot (CRM)
  • Google Workspace (communication)
  • Loom (video walkthroughs)

Communication Standards

How we stay connected with our clients.

  • Monthly Zoom calls (30-45 minutes)
  • Email response within 1 business day
  • Loom walkthroughs for complex topics
  • Quarterly strategy sessions (Premium/Growth tiers)
  • Slack or email for day-to-day questions

Need Additional Support?

If you have questions not covered here, we're here to help. Reach out via email or schedule a call with one of our partners.

Client Portal (Coming Soon)

We're building a secure client portal where you'll be able to access financial reports, upload documents, and view your engagement status. Stay tuned!

Ready to Build Something Stable?

Schedule a free 20-minute discovery call. No pressure. No pitch decks. Just a conversation about your business.

Schedule a Call