Step 1


FREE 15 MIN
CONSULTATION

The purpose of this call is to:

 

  1. Discuss your bookkeeping solution questionnaire

  2. Learn how I work

  3. 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:

 

  1. Submitted your bookkeeping solution questionnaire

  2. 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.