How it works

Understanding your business needs: We work with you to identify your business’s specific bookkeeping needs, establishing an accurate Chart of Accounts, monthly reconciliation, and timely reporting of your Profit and Loss.

1. Initial consult to discuss your business needs and scope of work.

2. I will perform a diagnostic review.

3. I will send a proposal for us to develop and agree to a service plan.

4. After we agree to terms and payment is made, I will begin the monthly subscription of services.