You're probably wondering... How's this whole thing work anyway? Well friend, that's a fantastic question. Here's the process we will follow.
The final step is setup. I will get you access to any of the apps you will be using, setting up your chart of accounts, and making sure you have access to me when needed.
If we decide to create magic together, we will go to step 3. Step three is paperwork. I will have you sign a few forms and setup payment arrangements.
The second step is a Google meets video call to discuss your business needs. We call this the Discovery call. After this call we will decide if we are a good fit for working together.
After you submit the form below, I will send over my service guide. This will allow you to understand more about what I do, my pricing, and how to book a free call.
This is the bare minimum businesses need. You will be set-up with QuickBooks or Xero and I will handle the back end of your books. This service includes:
Bank reconciliation
Monthly Reports
Expense categorization
These are common services we can add on to your package.
Money Coaching
Payroll
Sales tax payments