Support for Every Season
No matter where you find yourself, we’ll meet you there with
support and guidance!
Explore our Services
We offer a full range of services designed to help you move forward with confidence, wherever you're headed next.
Double Diagnostic Reviews
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Brainstorming Sessions
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Double Courses
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Double Team Training
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Double Setup & Implementation
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Double Diagnostic Reviews ✳︎ Brainstorming Sessions ✳︎ Double Courses ✳︎ Double Team Training ✳︎ Double Setup & Implementation ✳︎
Introductory Services
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An introductory call to discuss where you’re at in Double & share some potential support options
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Great for those looking to learn more about what we do or get help deciding which support option fits best
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Free call with a member of our team
Recording available upon request
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A call to explore a topic of your choice
Examples:
Deciding if Double’s a good fit
Setting up your first client
Troubleshooting an issue
Exploring a feature of Double
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Great for those looking for a sounding board to talk through features you might not have time to research or who need a hand problem-solving
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A scheduled call with a member of our team
Recording & relevant resources provided after the session
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$100 | 30-minute call
$200 | 60-minute call
**Exclusive discounts available for Engage Members
Support for Double
Popular!
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A comprehensive review of your setup to give personalized recommendations on how to get the most out of Double
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Great for those wanting another set of eyes & personalized suggestions on improvements or additional features to consider
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Diagnostic Review: Thorough review of your setup (settings, templates, client pages, SOPs/checklists, etc.)
Strategy Session: Call with our team to share our recommendations & strategies for implementation
Recording & relevant resources provided after the session
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**Exclusive discount available for Engage Members
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A bundle of pre-built task templates and video lessons to give you a head start on building out month-end processes in Double
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Great for those looking to use Double for month-end who want detailed checklists but don’t want to start from scratch
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Double Workflow Templates (complete with written SOPs)
→ Weekly Bookkeeping Tasks
→ Gathering Statements
→ Reconciling
→ Reviewing Transactions & Payees
→ Internal Review of Financials
→ Quality ControlAccess to Video Modules:
→ Month-End Basics
→ Setting Up Current Clients
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Payment options:
Single payment
2 payments of $550
Popular!
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A live training call with your team to ensure they know how to get the most out of the tool
You can schedule these as:
An introduction for new team members
A deep dive into new features you’d like to implement
A spotlight for team leaders to ensure they know how to monitor team progress
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Great for those looking for specialists to help their team understand how Double works & how to navigate it efficiently
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1-hour live training session
Recordings will be available after the session, so you can rewatch as needed or share with future hires
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**Exclusive discount available for Engage Members
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A bundle of pre-built task templates, video lessons, and live support to shortcut the setup process
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Great for those looking to use Double as their full project management system. Whether brand new to Double or adding more detail in order to delegate
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Double Workflow Templates (complete with written SOPs)
→ Weekly Bookkeeping Tasks
→ Month-end Close
→ Payroll
→ Double Receipts
→ 1099s
→ Onboarding
→ Offboarding
→ and more1:1 Accountability Sessions
3 Months of Live Support
Access to Video Modules:
→ Month-End Basics
→ Setting Up Current Clients
→ Onboarding New Clients
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Payment options:
Single payment
3 payments of $700
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A collaborative Double build-out, where our specialists do the heavy lifting to bring your vision to life
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Great for those who want help setting up their workflows in Double and guidance on using the tool efficiently
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Double Workflow Templates & Customization to Firm-specific Processes
Template Application & Customization to Client-Specific Process
3 Months of Unlimited Support
Free Month of Engage Membership
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Pricing begins at $5,500
✨ Contact us today for a custom quote by booking a free consultation
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We can complete custom projects to take the load off your shoulders
Examples:
Double reorganization
Cleaning up overdue tasks
Creating saved views / Dashboards
Building recurring questions for client requests
Transferring workflows from another system into Double-specific templates
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Great for those wanting help completing a project in Double but who don’t have the capacity (or the desire) to do it themselves
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1:1 Strategy Session to identify your specific needs and build a project
Custom scope of work to meet project needs
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Pricing varies based on the specific project scope of work.
✨ Contact us today for a custom quote by booking a free consultation
Get the most out of Double with our team of specialists and a supportive community by your side.
You don't have to do this alone.
Community Memberships
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A space to explore tips, resources, & stay up to date on new features
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Great for those who are comfortable in Double but want to stay in the loop
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Double Tips & Resources
Double Release Highlights
How-To Video Library
Calendar of Upcoming HSC Events
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Upgrade or cancel anytime
Popular!
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Access to exclusive resources, an interactive community of supportive Double users, and your very own consulting team in your pocket
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Great for those looking to actively grow in Double and who want extra support as they come across questions
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Double Tips & Resources
Double Release Highlights
How-To Video Library
Calendar of Upcoming Events
Interactive Community Chat
Submit Unlimited Questions
Discounts on 1:1 HSC Services
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Downgrade or cancel anytime
*Double was originally called ‘Keeper’