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How it Works

What to Expect When You Work With Me
 

Working with me is designed to feel clear, supportive, and stress-free. No judgment, no confusion, and no financial overwhelm.

I begin every new client relationship with a review of your current financial data so I can provide the most accurate quote and the right level of support for your needs. While legislation and compliance mean most businesses require similar foundations, every business is unique—so the process below is always tailored on a case-by-case basis.

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Here’s what working together typically looks like:

Step 1

Step 2

Book a free discovery call.

Let’s see if we’re a good fit.​

We start with a relaxed, no-pressure conversation where we discuss:

  • Your business or nonprofit

  • Your current bookkeeping or financial setup

  • What feels stressful or confusing

  • What kind of support you’re looking for

You’ll leave this call knowing:

  • Which service is right for you

  • What support level you need

  • What the next step would look like

Custom Proposal & Clear Pricing

No surprise fees. Ever.

After our call, you’ll receive:

  • A personalized service recommendation

  • Transparent pricing

  • A clear scope of work

  • Your service agreement

Once approved, we get you officially onboarded.

Step 3

Onboarding & Setup

We build your foundation properly.

This is where the calm begins. Where applicable, I’ll help you:

  • Connect your accounting software

  • Set up receipt and document systems

  • Organize your financial workflow

  • Transfer access securely

  • Clean up any obvious issues (if applicable)

You’ll receive:

  •  A clear onboarding checklist

  •  Secure portal access

  •  A timeline for when everything begins

Ongoing Support & Service

This is where consistency and clarity happen.

Depending on your service level, this may include:

  • Monthly bookkeeping

  • DIY bookkeeping reviews

  • Financial reporting

  • Cash flow & budget support

  • Advisory & strategy sessions

  • Coaching or training

You’ll always know:

  • What’s being done

  • What your numbers are telling you

  • What actions to take next

Step 4

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