Break the Ice
Do you like long walks on the beach? Let’s learn about each other and see if we are a good fit. We will meet face to face virtually through Zoom or Google hangouts because we’re not old-fashioned like that.
Now that the nerve racking hello is out of the way, let’s dig a little deeper. It’s time to review, search, and explore your current books, your company’s situation and procedures. We will provide a comprehensive plan for how we can work with your business and you, to be a part of your success story.
Getting to Know Each Other
You showed me yours so now I’ll show you mine. Let us impress you with what we do! We will do a tech demo to show you how we will help save you time – and space (say goodbye to storing receipts!).
Put a Ring on It
Let’s go shopping at Tiffany’s – not Walmart. Choose which customized option best suits your lifestyle and business needs. We will give you options to find the right mix of in-house vs outsourced or time vs money. You control much you want to invest based on what you find most valuable!
Now that we formed a long lasting relationship, we will both do our part in maintaining it so we can both flourish. We will meet each other’s teams, set up your apps and implement them in your business, and help you make a smooth transition with training.
We want you to smile and to make this process enjoyable! You might laugh a bit at our process, but we do like to think of this as a mutually beneficial partnership. We hope to be part of your team and add value to your business through our professional bookkeeping services by supporting its growth and success!