A discovery call is an initial meeting where we discuss your specific bookkeeping needs and goals. During this call, we discuss your current bookkeeping setup, any challenges you're facing, and what you hope to achieve with our services. It allows us to create a customized plan that suits your business.

You should consider hiring a bookkeeper if you find yourself consistently falling behind in bookkeeping tasks, experiencing stress during tax season, or feeling uncertain about financial matters.

Additionally, if your business is undergoing rapid growth, you may encounter challenges such as inaccurate financial reporting and difficulty in tracking expenses and budgeting.

Hiring a bookkeeper can also help free up your time for focusing on important business activities.

While managing your own bookkeeping might seem doable in the beginning, especially when your business is just starting out or generating low sales, it's important to consider investing in professional bookkeeping services as your business grows.

By relying on a qualified professional to handle your finances, you guarantee precision, adherence to regulations, and unlock valuable insights into your financial situation.

A skilled bookkeeper can help find ways to save you money, streamline your financial tasks, and offer suggestions that improve your business profits.

Ultimately, investing in professional bookkeeping services is an investment in the financial stability and growth of your business.

Our bookkeeping services cater to a diverse range of professionals, with a focus on service-based creative and purpose-driven entrepreneurs.

This includes individuals such as copywriters, designers (brand, website, interior), social media managers, consultants (marketing, business), coaches (life, health, wellness), event planners, personal trainers, dog trainers, nutritionists, beauty therapists, real estate agents, travel agents, and wedding planners, among others.

Whether you're a freelancer, consultant, coach, or service provider, we're here to streamline your financial processes, allowing you to concentrate on your core activities and make a meaningful impact in your industry.

Our ideal clients are open to new systems and changes, prioritize timely communication, value collaboration, and show appreciation for the services provided. We believe in fostering strong partnerships with our clients and working together towards shared success.

We provide virtual services, which means we can collaborate seamlessly regardless of your location.

Through video calls, online communication platforms, and efficient systems, we'll stay connected and ensure that your bookkeeping needs are met effectively and efficiently.

Distance is no barrier to receiving high-quality bookkeeping support tailored to your business requirements.

We understand your concern about sharing your business financials. Rest assured, confidentiality and trust are paramount in our relationship.

We prioritize maintaining the privacy and security of your financial information. Our goal is to provide you with professional support and guidance while ensuring your peace of mind throughout the process.

We recognize your concern regarding the condition of your financial records. Please know that our goal is to provide you with support free from judgment.

Regardless of whether your records are chaotic or absent, we see it as an opportunity to guide you in organizing and understanding your financial situation.

We offer flexible contract options tailored to your needs, including month-to-month, 3-month, 6-month, or 12-month contracts.

For our discovery call, it would be helpful if you could gather your last three months of bank and credit card statements beforehand. This will allow us to better understand your financial situation and determine how we can best assist you.

While we don't provide direct tax services or have the authority to sign off on financial statements, we can assist in preparing your financials for your CPA and facilitate communication with them as needed. Additionally, we collaborate closely with your CPA at year-end to ensure your financial statements are accurately prepared.

Your first invoice will be sent after signing the contract to begin our collaboration.

Before we begin working on your books, we’ll need you to provide read-only online access to your bank, credit card, and invoicing systems.

This allows us to efficiently manage your finances without needing to bother you for login requests or additional information.

For ongoing bookkeeping services, monthly payments will be automatically drafted on the 1st of each month via ACH bank draft. This convenient payment method ensures consistent and timely processing of fees.

In the case of month-to-month services, either party may terminate the contract with 30 days' written notice, providing flexibility while ensuring sufficient time for transition.

Clients who have opted for longer-term contracts, such as 3-month, 6-month, or 12-month agreements with discounted monthly pricing, are committed for the duration of the contracted term. Termination is not applicable until the end of the agreed-upon term, providing stability and predictability for both parties.

In your monthly Loom videos, we’ll provide explanations of your financial reports, including the Profit and Loss, Statement of Cash Flow, and Balance Sheet.

Alongside these explanations, we’ll offer recommendations and insights to help you better understand your business's financial health and make informed decisions.

Our core software stack includes QuickBooks for advanced accounting functions, Slack for seamless communication, Zoom for virtual meetings, and Dubsado as our CRM (Customer Relationship Management) and workflow automation platform. Additionally, we implement a VPN solution to ensure secure data transmission and protection.

Transaction Recording: Record all financial transactions, including income, expenses, and transfers, into your accounting system. Ensure transactions are categorized correctly for accurate reporting.

Bank Reconciliation: Reconcile your bank accounts and credit cards to ensure that your records match the transactions recorded by your financial institutions.

Financial Reporting: Generate monthly financial reports, such as profit and loss statements, balance sheets, and cash flow statements, to analyze your business's financial health and performance.

Review and Analysis: Review your financial reports regularly to identify trends, monitor cash flow, and make informed business decisions.

Communication with CPA: Communicate regularly with your CPA to ensure compliance with tax regulations, discuss financial strategies, and address any accounting-related questions or concerns.

Additional tasks may be required if client requests add-on services to monthly bookkeeping plans.

Yes, we'll stay in touch regularly. You'll have unlimited access to us via email and Slack for any questions. Additionally, we'll schedule regular 1:1 calls to review your business financials.

Fill out the discovery call questionnaire on our website and choose a convenient time for us to discuss your needs.

After our call, you'll receive a detailed proposal and contract to review and sign.

Once the contract is signed, you'll get your first invoice and a list of all the items and software access needed.

After the invoice is paid and the required tasks are completed, we’ll begin organizing and managing your books!

Yes! If you refer a client who signs up with us, both you and the client will receive $100 off one month of bookkeeping services. There’s no limit to the number of referrals.