Who we serve
We provide quality, timely, and balanced bookkeeping services to small & mid sized businesses. We also support a variety of non profits.
First thing First
We do not assume we are the most suitable company to meet your needs. Through returning to our roots and passion we do not want to over promise and under deliver. Therefore, before agreeing to work with a client, we schedule a 30-minute "get to know you" call. This allows us to listen to what a client's goals are in searching for a bookkeeping company, why you are searching, any upcoming timelines and desired scope of work. We also aim to work with clients that value us as service providers and respect our desire to maintain balance and progress. If we determine we are not the best fit, we will make recommendations for other service providers.
Next Steps
If we both determine we are a suitable solution, we will provide a proposal for the anticipated scope of work. Based on the situation, we typically provide a flat monthly fee for services which allow your organization to better budget for accounting fees. We will provide a detailed summary of next steps and terms needed to begin work.
Items Needed
Sample of these items needed may include:
- Read only access to bank & credit cards (allows us to efficiently provide data entry & bank reconciliation services).
- Accountant access to QBO or dedicated remote desktop connection for QBDT users.
- Access to loan accounts (to accurately record debt vs. interest)
- Copy of prior filed tax return (to ensure PY balance sheet ties to the tax return for easier filing next year).
- Access to 3rd party payroll provider
- Detailed understanding of your businesses
- Access to other 3rd party apps (Square, CC merchant provider, etc.)
- Timing requirements of any client specific deliverables
- Sales tax information:
- ID #
- How captured currently
- Past filings