In preparation for tax season,
I do not accept new clients from November 15 to March 15.
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Let's Get Started!
Step 1: Schedule your free consultation! During your initial consultation, we will connect to assess your business needs and discuss how I can help you achieve your financial goals. I accept consultations over the phone, on Zoom, or in person. If you're not familiar with Zoom, here's a helpful guide!
Step 2: If we decide to move forward, we will gather all of your financial documents and begin the set-up process in QuickBooks. This includes bank records, credit card statements, loan documents, etc., so I can help bring your accounts current.
Step 3: Initial account set-up! During this phase, I will get your accounts current and set-up in QuickBooks for a one-time set-up fee. This set-up fee is determined by the complexity of your accounts, how far behind your accounts are, and how much time is required to bring your accounts current. For additional information, please refer to Pricing.
Step 4: Once your account is current, stay in control of your finances with monthly account reconciliation and reporting. All included as part of your monthly retainer. For additional information about services and pricing, please click here.
For additional information about services and pricing, please click here.
Any questions? Frequently Asked Questions.