A Simple, Step-by-Step Process for Streamlined Bookkeeping
Discovery Call
What to Expect:
- A 30-minute consultation to understand your business needs, current bookkeeping status, and financial goals.
- We’ll walk you through our services, answer questions, and recommend next steps based on your unique situation.
Key Outcomes:
- A clear understanding of your financial situation
- Custom recommendations for plan of action
- Free, no-obligation consultation
QuickBooks Online Set-up or File Review
QuickBooks Set-up:
(for businesses without QuickBooks Online)
- We’ll create a QuickBooks Online account, customize it to your business, and integrate your financial systems.
- Expert training so you feel confident managing day-to-day tasks.
File Review:
(for existing QuickBooks Online users)
- We conduct a comprehensive review of your current QuickBooks file to assess accuracy, identify errors, and determine if clean up or catch-up work is needed.
- This review provides a report outlining areas of improvement and a roadmap for clean up.
Key Outcomes:
- Customized QuickBooks Online set-up or detailed report of your current bookkeeping status
- Recommendations for necessary clean-up and adjustments
- Confidence in the accuracy of your financial data
Clean Up and Catch-up
What to Expect:
- After the file review, we begin a clean up and catch-up phase. This involves reconciling accounts, categorizing transactions, and revising errors.
- We’ll bring your financials up to date to ensure everything is accurate and compliant with accounting standards.
Key Outcomes:
- Up to date and accurate financial records
- Reconciliation of all accounts
- Full confidence in the integrity of your QuickBooks data
Ongoing Monthly Bookkeeping Services
What to Expect:
- Once your books are clean and up-to-date, you have the option to transition into ongoing monthly bookkeeping. Our core services focus on regular reconciliations and financial reporting to keep your finances on track. If you need more support, we offer a variety of add-ons, including accounts payable management, invoicing, and other services tailored to meet your specific needs.
- You’ll access monthly financial reports (Profit & Loss, Balance Sheet) with ongoing support from our team for any questions or adjustments.
Key Outcomes:
- Hassle-free, monthly bookkeeping and reconciliations
- Clear and timely financial reporting
- Ongoing support and advice as your business grows
READY TO GET STARTED?
From our in-depth Discovery Consultation to our comprehensive QuickBooks Online File Review and Clean-Up services, we have the tools and expertise to transform your bookkeeping from a hassle into a strategic advantage.
Certified Partners
