STRUCTURED BOOKKEEPING
Our Process
01
Initial Contact and setting up a Discovery Call
Click the button below to be taken to our intake questionaire. Once you have filled that out and submitted it we will review it and email you within 48 hours to schedule a discovery call.
Assess and Estimate
In this stage we will have our discovery call for us to get to know your business a bit better and for you to get to know us as well. We will have you answer some more questions about your business and have you gather some information for us. After the call we will put together an estimate and proposal for you to take a look at. You will be able to choose what you would like from our offer.
02
03
The Beginning of a Beautiful Relationship
Once you have received our proposal and have chosen the services you'd like we will sign an Agreement. After that we will begin our onboarding process that will get you set up for everything we will need to get your bookkeeping started. Once the onboarding is finished we will keep up with your bookkeeping to free you up to move your business forward. As always we will be there to be a partner in helping you build the business you dream of.
Our Services
