Our recommendations are based on what your business needs. For that reason, we don’t give you a one-size-fits-all solution.
You’re not just any other business, so we don’t treat you like any other business.
Our ultimate aim is to simplify the finances and get you on the right track for growth.
Stage 1
Give us the synopsis
Give us the synopsis
Initial Inquiry – All journeys begin with a single step. With us, it’s no exception. We’ll ask you to provide us with a few details about your business to see if our services match your needs.
Initial Meeting – We will schedule to meet with you via Zoom. The purpose of this meeting is for us both to get acquainted. To serve you the best, we want to make sure that we are a good fit for each other.
Why we charge for a checkup first
Our ultimate aim is to simplify your finances and get you on the right track for growth. We charge for a checkup in order to save you money in the long run. We’ll identify and prioritize the necessary improvements so you don’t have to spend money fixing problems down the line. We don’t want that for you!
Stage 2
Identify the obstacles
Identify the obstacles
Checkup – We do this for all new clients. You’ll give us access to your existing accounting records. We’ll determine what’s accurate and what needs to be improved and present you with a detailed report complete with our recommendations on how to move forward.
We will review the following:
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- Tax return and compare to current books
- Account structure
- Bank and credit card balances
- Open invoices and unpaid bills
- Payroll transactions
- Balance sheet balances
- Income statement (profit & loss) transactions
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Stage 3
Start your next chapter
Start your next chapter
Where we start depends on where you are with accounting software. You’ll take one of two paths:
Setup – We’ll set you up on a brand new QuickBooks Online or Xero file, to be certain your numbers are accurate from the start. We will also provide you with training.
Cleanup – We’ll clean up your existing QuickBooks Online or Xero data so it’s accurate. We’ll also put structure in place so you’ll better understand the story of your numbers.
What if your books are behind?
In addition to your Setup or Cleanup, we’ll bring your QuickBooks Online or Xero data up-to-date so you’ll be ready for ongoing services. Fees are dependent upon the complexity of your transactions and how many months need catching up.
All our services are agreed upon upfront. We take the guesswork out of billing by providing you with a clear fixed upfront price for our services.
Stage 4
Continue your story
Continue your story
Ongoing bookkeeping – You need good information to know the truth of your business story. We will build a custom package based on your unique needs.
Ongoing bookkeeping includes:
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- Entering transactions
- Reconciling accounts
- Reviewing open invoices and unpaid bills
- Reports
- Review meetings
- Preparing 1099s
Stage 5
Go beyond
We can help you with more than just your core bookkeeping by including future-focused services with your ongoing services.
This is where year-end planning becomes year-round strategy. We’ll delve deep into budgeting and forecasting to help you hit your targets. Together we’re architects, designing the business you really want.
Because we’re in your business and know how it operates, we’ll keep you on track for success. We can forget about the mundane, and get to what matters.