Monday - Friday: 9am - 5pm
Schedule a FREE consultation. We can discuss your needs and concerns.
If you think we might be a good fit for your needs, I will ask some more specific questions to find which of our services will best help accomplish what you shared with us in step 1.
I will create a customized bid based on your needs. This bid can be adjusted as needed to fit your price range by adjusting a few of the services we offer.
Once a price is agreed upon; you will sign an agreement and I will get started.
I will compile a list of items I need from you. This will include; view only bank access, QBO access, access to other Apps you want us to manage, past statements, and so on.
Next; I will get familiar with your books and your current process. Then I will suggest areas where you could improve your workflows and create a workflow document for you.
We're almost there. Next; I will review the new customized process with you and your team. This includes where to put files, the proper workflows in QBO, and so forth. Plus you will be able to address any areas of concern at this point so that we can tweak your new process.
That's it! Sit back and relax knowing I can take it from there. The process can take anywhere from 1-3 months but I promise to do all of the heavy liftings!
This is exactly what you will get when you work with me.
We love technology, we love bookkeeping, and of course, we love numbers!
With me, you can depend on updated financials; prepared by the 15th of every month, 24/7 access to your personal bookkeeper, one day each week dedicated to your company, and so much more!