Ready to take the stress out of bookkeeping?  Here’s our simple, 4-step Intake Process:

1) Initial Consultation – to discuss your bookkeeping requirements, goals and budget, and to provide information about our services and fees.

2) New Client Intake Meeting – to confirm the specific needs of your business and our customized services that will best support you.

3) New Client Intake Package – to provide you with a detailed service agreement and a checklist of items for your records.

4) Execution – Once we receive your signed agreement, business bank and credit card statements and access to your files, we begin your bookkeeping services.

Let’s get together and make it simple, smooth, and stress-free… start working with us today!