What to Expect When We Work Together

Starting a new partnership with a bookkeeper is an exciting step towards streamlining your business finances. To ensure we can hit the ground running, here’s what I’ll need from you and what you can expect during our collaboration:

1. Understanding Your Accounting Software

• QuickBooks Version: If you're currently using QuickBooks, please let me know which version you have. This helps me prepare for any software-specific features or limitations.
• Alternative Software: If you don’t use QuickBooks, that’s perfectly fine! Please specify which accounting software you're using so I can tailor my approach accordingly.

2. Managing Your Accounts

• Bank and Credit Accounts: I'll need a list of all bank accounts, credit cards, and payment processors you use. This helps in setting up a comprehensive financial tracking system.
• Organizing Financial Documents: How do you currently organize your receipts and financial documents? Understanding your current system will allow me to better integrate and suggest improvements where necessary.

3. Payroll and Employees

• Employee Details: Knowing how many employees you have and which payroll service you use helps in planning the scope of payroll management required.
• Unique Financial Structures: If there are specific ways you prefer your Profit and Loss statement organized—such as pre-set accounts or classes—please share these preferences.

4. Communication Preferences

• Preferred Communication Method: How would you like us to communicate? Options include text, email, or phone calls.
• Check-Ins: Would you prefer scheduled monthly phone calls, or should we touch base with questions as they arise? Your preference will guide how we manage ongoing communication.

5. Budgeting for Bookkeeping

• Pricing Expectations: Understanding your budget for bookkeeping services helps align our offerings with your financial plans. Let me know the price range you are considering for a monthly bookkeeping service.

6. Addressing Challenges

• Current Business Challenges: Sharing the biggest challenge you’re facing in your business right now allows me to tailor my services to meet your most pressing needs and provide targeted financial advice.

Ready to Start?

By providing this information, you'll help set the foundation for an efficient and effective bookkeeping setup. We’re here to support your business’s growth by ensuring your finances are meticulously organized and always up-to-date. Please fill out the provided form or contact us directly to begin our partnership.