Step 1 - 15 minute Call
- Hi, I’m Natalie, a Professional Bookkeeper. During this call, I will introduce myself and explain our process, offering a no-charge assessment of your bookkeeping records (whether a new business or existing) to determine exactly what you need – no more, no less
Step 2 - Review Assessment
- A complete assessment will be performed and a report will be sent to you within 2 weeks, detailing any inaccuracies in your bookkeeping records and what services are recommended based on your business’s specific needs
- No hidden fees – Prices are included in the report
- Review the assessment and accept/decline our services
Step 3 - simple onboarding
- All that we need from you and important information to know will be layed out in an easy-to-read checklist
- We’ll take it from there and communicate in regular intervals so you know exactly what to expect