What's next?

1) Call me for a chat about your company.
- Where you are at?
- What you are trying to get to?
- Your business needs.
- Who we are and how we can help?

2) All clients must be on QuickBooks Online (QBO) and trust the Online Banking System.
- If you are not on QBO, we can get you set up.
- If you are on QBO, we will gain access to your file.

3) Once we have access to your books, we will do an assessment and share our findings. A plan for how to proceed will be presented.

4) Any necessary clean up, will be on a project basis.

5) Once cleaned up, your books will be placed in on-going support. You will meet your dedicated bookkeeper. I encourage you to share with them how you like to be communicated with and any other pertinent information about your company that will ensure a successful relationship.

6) We will close your books monthly, usually within the first two weeks, and send you reports that best help you manage your business.

We are not afraid to help you with questions. We are knowledgeable about many topics and have experience researching business growth related topics. We are happy to share what we know.