How it works
STEP 1: Discovery Call
Click "Book Appointment" to schedule a short call so that I can learn about your business, discuss your needs, and walk you through the services that I offer - that way we can tailor the right solution and provide a custom quote.
STEP 2: Review & Quote
After our call, I will review your books to finalize your quote. If you’re on QuickBooks Online and up to date, I’ll ask for account access. Otherwise, just send over the last three months of bank and credit card statements. You’ll receive a custom quote within one business day.
STEP 3: Onboarding and Monthly Bookkeeping Services
Upon acceptance of the quote, I’ll send over a client service agreement and your initial invoice (this will cover catch-up bookkeeping or new account setup in QuickBooks Online, if either are required). Once, signed a detailed process guide will also be provided so you know what to expect each month.
You’ll then connect your bank accounts and any third-party apps (such as Amazon, Shopify, Expensify etc.) to your QuickBooks Online account for a smooth financial workflow. From there, I’ll be posting your transactions on a weekly basis and meet with you monthly/quarterly to review your financials - covering profit & loss, balance sheet, and any other custom reports tailored to suit your business.
A pre-agreed monthly flat fee is charged for the bookkeeping services, with invoices issued on the 1st of each month. This helps you to forecast your expenses with confidence and adds consistency to your financial planning - no surprises, just reliable bookkeeping support.
