In the Check-up phase, we’ll review your accounting records to determine how accurate your data is and what improvements can be made. We’ll prepare a detailed report and share our recommendations on how to move forward.
Prepare your business for success with Initial Services
Our Initial Services allow us to start on a fresh page together. Our ultimate goal is to ensure you’re set up for success.
Chapter 1: Check-up
Chapter 2: Set-up or Clean-up
Set-up:
To be certain your numbers are accurate from the start, we’ll configure a brand-new accounting file for you and provide you with training.
Clean-up:
We’ll clean up your existing accounting file to ensure your accounting data is as accurate as possible. Then, we’ll build an infrastructure that improves the usefulness of your data.
Chapter 3: Catch-up
Falling behind on bookkeeping can happen to anyone. We’ll bring your accounting file up to date so that you’re ready for ongoing bookkeeping services. Keep in mind that Clean-up fees will be dependent upon the complexity of your transactions and how many months need to be caught up.