How It Works

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What to Expect When You Work With Me

Every client starts with a conversation about what you need and how your bookkeeping currently works. From there, I’ll review what’s needed, recommend the right support and provide clear pricing before we get started.

Step 1

Step 2

Let's talk.

We’ll talk about your organization, your current bookkeeping setup, what isn’t working and what kind of support you’re looking for.

Review & Proposal

I’ll review the information needed to understand the scope of work and provide a clear proposal outlining the recommended support and pricing.

Step 3

Onboarding & Setup

Once approved, we’ll get access, accounts, documents and processes organized so the work can begin properly.

Ongoing Support & Service

From there, the work follows the scope we’ve agreed on, whether that’s monthly bookkeeping, ongoing oversight, nonprofit financial support or a systems optimization project.

Step 4

Let’s talk about what you need.

Get in Touch