Work with Me
So what does it look like to start working with a virtual bookkeeper? Walk through the steps with me!
1.
Your first step is to schedule a free consultation call with me.
No obligation - just a conversation where
you can ask questions and get honest answers.
We'll talk about your business and your bookkeeping needs, and figure out if a virtual bookkeeper is the right fit for you.
2.
Check your email for the link to a Google Form with questions about your business - things like how many bank accounts you have, how many transactions you see each month, and whether or not you have employees.
By completing this survey at least 12 hours before our chat, I'll be better prepared to answer your questions and offer advice tailored to your needs.
3.
We'll chat over Zoom or by phone. I'll ask you some questions about your business and bookkeeping goals, and you can ask me all your burning bookkeeping questions!
This will give us both a chance to figure out if I can meet your needs.
4.
Based on what you share in the initial survey and during our call, I will create a service package (or packages) that will meet all of your needs. I'll email to you a proposal detailing what services are included, the timeline in which work will be completed, and a price quote.
5.
If you agree that the proposal matches what you are looking for, we're ready to move forward!
We will both electronically sign a Bookkeeping Agreement detailing our commitment to work together. You will make your first payment, and we'll schedule our next call.
6.
We'll meet again over Zoom to set up everything I'll need to begin work. This might include granting me access to your bookkeeping software, connecting your bank accounts to QuickBooks, or downloading bank statements to our shared folder.
7.
As I'm completing your bookkeeping work, I'm available to you via email for any questions, concerns, feedback, or updates. I'll also be in touch to ensure that everything is set up, organized, and categorized to your needs and liking.
Are you ready to
work together?
Your first step is to schedule a free consultation call with me.
To find out more about what comes next, visit my Work With Me page for a step-by-step breakdown of what to expect if we choose to move forward together.