Keeping It Simple
The Guided Process
Straightforward, Transparent, Easy
See the Outlined Process for Streamlined Bookkeeping Services
Whether you're ready to get started or still have some questions, it all starts with reaching out!
Once we agree to streamline your bookkeeping, I will email you a Work Agreement that can be signed electronically. No login or account needed.
We'll start the set up together with QuickBooks Online. Don't worry, I have a detailed guide on what's needed in order to have your finances set up for success. Once we're set up, you won't need to do any task or maintenance for your QuickBooks. Remember, the whole goal is to make things easier on you!
I will perform the weekly bookkeeping and all other current services as agreed.
At the beginning of each week, I will email you for updates and any questions regarding transactions.
By the 10th calendar day, I will email you a full set of standard financial statements for the previous month. You can also request specific statements for your business needs.
That's it! You'll start to notice the amount of time and mental energy available to you as I handle your bookkeeping needs and other tasks with care and precision.
Are you ready to declutter your finances and your mind? Let’s get started!
Have questions? Looking for more details in the process? Head over to the FAQ page.