Let's Get Started

Initial Steps

Introductions

• After filling out the form on the Home page, you will receive an email to set up your FREE Initial Consultation. This is how I get to know you and your business and its needs. This will take about an hour.

• If you are in the Kansas City area, this meeting can be done in person. Otherwise, I use Zoom to communicate with my clients.

  • What is Zoom?

    • Zoom is a free Video Conferencing program much like Skype or Google Hangouts. This will allow us to speak face-to-face so we can better understand each other’s needs.

    • Zoom will need to be downloaded onto your computer before our consultation.

 

Proposal & Engagement Letter

• After I’ve made my initial assessment, you will then receive a proposal listing my recommendations and pricing options.

  • Why no Standard Pricing or Packages?

    • No business is the same. Just as a mechanic does not quote a repair before inspecting, I too need to know what your needs are prior to providing a quote.

• Once you accept the Proposal, you will be sent an Engagement Letter. This is our contract. Once signed and payment received, my services will start immediately.

  • I require pre-payment every month for my services through ACH (Automated Clearing House).

 

My Commitment

• I set up a Zoom meeting monthly to review your finances.

  • This includes presenting the three Financial Reports | Balance Sheet, Income Statement, and Statement of Cash Flows

    • These three reports answer the questions you want answered:

      • What is the Equity in my business?

      • What was my Profit for a certain time period?

      • Where did my Cash come from and go?

      • Is my business Financially Healthy?

  • I will address any questions, concerns, or comments you might have about your business.

 

Confidentiality

• A Bookkeeping Professional gains access to certain confidential or proprietary information of a client. Such confidential information can include information concerning the business, affairs, products, marketing, systems, technology, customers, end-users, financial affairs, accounting, statistical data belonging to a client.

• I will never, ever disclose such confidential information to third parties or use such confidential information for any purposes whatsoever, other than the performance of its obligations.

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