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1
Free Consultation
Some topics we will discuss:
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Your current bookkeeping system
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Current problems / errors needing attention
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My services & pricing
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What services will be best for your business
2
Renovation / Clean Up
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Gathering financial info
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Setting up bank accounts
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QBO profile set-up
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Organizing Chart of Accounts
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Fixing potential errors
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Reconciling previous periods
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Other unique clean-up tasks
3
Monthly Bookkeeping
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Categorizing Transactions
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Account Reconciliation
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Financial Reports
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Accounts Payable/Receivable
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Other regular bookkeeping tasks (specific to your business)
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