Services & Onboarding Process
Record Keeping
Accurately record
financial transactions.
Monthly Reconciliation
Review and reconcile monthly bank and credit card accounts.
Prepare Reports
Prepare reports that are detailed and easy for you to understand so that you can have a clear picture of what is going on with your businesses finances.
Communication
To make sure that we are on the same page we
will meet or communicate
on a regular basis.
My Process
1/Consultation
We will have a consultation Zoom or phone call, where you can tell me all about your business and your financial needs and goals.
​
2/Proposal
I will review your records to get a better understanding of what your business needs are. Then I will prepare a customized proposal with a recommended strategy to get, and keep, your books looking top notch. We will meet and go over my proposal, where you can ask any questions you have.
​
3/Onboarding
Once you feel confident that the plan looks good, you will sign a Letter of Engagement and provide the first payment. Then I will send you a checklist of everything I need from you, and we will get going!
​
4/Ongoing
We will have monthly (or quarterly) business meetings to review financial reports and make sure you fully understand where your money is coming from and where it is going. I want you to have peace of mind knowing that the bookkeeping will be taken care of, so that you can focus on what you do best!
