Monthly Bookkeeping Service
You may be wondering how a cloud-based bookkeeping service works.
Here is our system for giving you more latitude!
Getting Started
Consultation
The first step is getting to know one another. During your first scheduled consultation we will learn about your current bookkeeping needs and challenges. This is also a time for you to learn more about us and how we can add value to you and your organization.
Once we get a better understanding of the scope and depth of our engagement, we can determine if we will be a good fit. If so, we will provide you with a service proposal.
Transition
Once we have agreed to work together, we will transition your organization's records to our cloud software (quickbooks online and receipt bank).
We will guide you each step of the way so you know what we need and exactly when we need it. The initial transition takes a few days to a week. It will take approximately four to six weeks before working out a normal routine together.