How our bookkeeping works
Our services are designed to give you clarity and focus so you can turn your vision into reality.
1
Discovery Call
We’ll learn about your specific needs and see if we’re a good fit for working together. No pressure. No judgments.
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3
Strategy
We’ll craft a roadmap to meet your desired goals. Then we’ll recommend solutions customized to your specific needs and give you up-front pricing for all our services.
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2
Diagnostic Review
The next step is for us to take a look at the state of your books to better assess your needs.
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4
Monthly Bookkeeping
We’ll provide you with a service agreement clearly outlining our services and pricing and start the onboarding process to get all the information we need from you. We’ll work quickly to implement your customized solutions.