01 - CONSULTATION & STARTER KIT /
For clients looking for one-on-one guidance, we offer working meetings where all of our focus is poured into their accounting startup needs. For an hour and a half, we assess the accounting & financial desires of your business. We provide professional feedback, answer any questions, and troubleshoot complications. During our time together, we introduce you to an accounting software program, develop a scope of work that we compile into a Consultation Summary, a comprehensive strategy for managing your books with our professional suggestions. This document is yours to keep for reference or to hand over to us for set up or to oversee as a full-service bookkeeping service.
CONSULTATION & STARTER KIT INCLUDES:
Analysis of your business income, expenses and accounting needs
Comprehensive strategy for managing your books
12 month filing system, employee expense report, fact sheet & tools