Office Phone
(720) 621-5757
Direct Email
Step 1
FREE 15 MIN
CONSULTATION
The purpose of this call is to:
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Discuss your bookkeeping solution questionnaire
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Learn how I work
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Determine if you want to schedule an account review meeting
Consultation calls are reserved for those who have completed the bookkeeping solution questionnaire.
For PROSPECTS only.
Step 2
ACCOUNT REVIEW
If you are scheduling this meeting that means you have previously:
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Submitted your bookkeeping solution questionnaire
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Completed a consultation call
The best way to move forward is to schedule an account review meeting. During this meeting, we will review a minimum of three consecutive months of financial transactions in order to determine how best to set up your books or what clean up work needs to be done.
For PROSPECTS only.
Step 3
FOUNDATIONS
Consider this meeting an orientation where I officially introduce myself as your bookkeeper to your team!
Orientation has two parts:
Part 1: Compile historical financial data and review account balances.
Part 2: Presentation on how bookkeeping works, how I will work as your bookkeeper, and how to submit paperwork in a timely and organized manner.
For NEW CLIENTS only.
Ongoing
ADVISING
Select this meeting to schedule a bookkeeping meeting outside of our regularly scheduled bookkeeping meetings.
For ACTIVE clients only.