HOW WE START
From consultation to agreed support
The first conversation
A free 30-minute call covers your industry, software, accounts, and the help you need. Start with an overview; you do not need to send sensitive documents to book.
Scope before work
We agree any records needed for an initial review, then define the work, deliverables, responsibilities, fee, and timetable. A monthly package and a cleanup project have different scopes.
Documents and account access
Before sharing bank statements, tax returns, W-9s, or payroll records, agree the document-sharing method and which information is needed. Where accountant or user invitations are available, use appropriate access instead of sharing passwords. Keep your own account and access controls.
Clear responsibilities
The engagement identifies what I handle, what you provide, and what your CPA, tax preparer, or payroll provider handles. Your tax professional handles tax advice and return preparation. We identify who handles filings, payments, and payroll processing rather than assuming they are included in bookkeeping support.
Review and communication
Agree the reporting timetable and how questions will be answered. Missing statements or unresolved questions may affect the close date. The handoff identifies open items so you know what still needs attention.