THE PROCESS

When you hire us, you will be treated with care during every step of the process.

 

The first thing we will do is set up a free consultation telephone call with you that will help us better define the solutions you need. We’ll go over what sources of income and expense you have and create a plan for delivering your information.

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Next steps after agreeing to starting the service, you will sign the agreement, we will have a call, meeting, or zoom meeting to setup your books and have everything up and running so the process can start.

 

Full-Service Monthly Bookkeeping

Get back to doing more of what you love and focusing on the fun part of your business. A bookkeeper from the team will import your transactions via bank feeds, categorize income and expenses, and reconcile the linked accounts. Next, we will personally review the bookkeeping each month, so you’ll have two sets of eyes on your books, making sure things are done correctly. Each month financial statements will be provided, and a call can be setup to discuss the progression of your business.

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