All consultations are conducted virtually for your convenience. When you schedule a consultation, you’ll have the opportunity to choose a date and time that works best for you. We meet through Google Meet, which allows for video conferencing and screen sharing to make communication clear and efficient.
Our main goal during the consultation is to create a service plan tailored to your specific needs. Once your appointment is scheduled, we’ll send you a brief questionnaire to complete beforehand. This helps us better understand your goals and ensures we’re fully prepared to build the right plan for you.
After we’ve worked together to finalize your service plan, we’ll send you a contract to review and sign electronically. Our standard contract term is one year, billed monthly, with the option to automatically renew at the end of the term for your convenience.
Now comes the fun part — getting everything set up so we can start tracking your books! Together, we’ll handle all the essentials, including setting up your QuickBooks subscription (if you don’t already have one), linking your bank accounts, creating your chart of accounts, and more.
Don’t worry — we’ll guide you through each step of the process. This setup phase is crucial for building a strong foundation that keeps your books accurate and ensures you have the most reliable financial information available.
While our role is to manage your books, we’ll occasionally need information from you to keep everything running smoothly. Your monthly tasks may include submitting receipts via email, providing details about external deposits, clarifying certain expenses, and similar small updates.
Even though we handle the tracking, you remain in full control of your money. We’ll automate as much as possible to make things easy and efficient, and we’ll reach out for clarification when necessary to ensure your records stay accurate and up to date.
We believe in providing accurate, meaningful financial reporting that helps you stay informed and confident. Each month, you’ll receive a detailed report outlining your financial records, and we’ll walk you through the data whenever needed to ensure everything is clear and easy to understand.
Our goal is to help you stay connected to the financial pulse of your business and household while freeing up your time to focus on what brings you joy. At the end of the year, you’ll receive a comprehensive Year-End Financial Reports Package, giving you a complete and accurate picture of your business’s performance.
A: Accurate bookkeeping is essential for tracking expenses and income, maintaining compliance with tax laws, managing cash flow, and providing valuable insights that help business owners make informed decisions with confidence.
A: As bookkeepers, our role is to collect and track financial data, ensuring your records are accurate and up to date. While we provide detailed financial reports to help you understand your numbers, we are not accountants or CPAs and therefore cannot offer financial, tax, or legal advice.
A: While bookkeepers and accountants share many similarities, their roles differ in how they handle financial data. Bookkeepers focus on tracking, categorizing, and managing daily financial transactions, while accountants analyze that data, develop strategies, and perform audits, among other responsibilities.