You're probably wondering... How's this whole bookkeeping thing work anyway? Well friend, that's a fantastic question. Here's what you can expect from me going into this.
The last step is onboarding. You will receive a Client Welcome guide that outlines the next steps. We will spend some time getting everything setup and then we are ready for magic!
04.
If we decide to create magic together, it's time for paperwork. I do not require contracts, but I will have you sign an engagement letter and setup your recurring payment.
03.
The second step is our connection call. This is done via Google Meet with a link sent to your email. After this call we will decide if we are a good fit for working together.
02.
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 the link to book your free connection call.
01.
This is what I consider 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
Not ready for monthly bookkeeping but still want to have a bookkeeper check your work and review your reports? This may be what you're looking for.
Q&A available
Quarterly check-in meeting
Quarterly Financial Review
Not ready to hire a bookkeeper or prefer to DIY your books but want a bookkeeper in your pocket? This membership is perfect for you!
Coworking sessions
Quarterly Goals Calls
Private Member Slack Channel