What to Expect

Initial Steps

Introductions

• After filling out the form on the Contact 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 Ohio Counties of Huron, Richland, or Ashland, this meeting can be done in person. Otherwise, I use Zoom or Google Meet to communicate with my clients.
  • What is Zoom and Google Meet?
    • These are free Video Conferencing programs. 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.  Google Meet does not require downloading.

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.

My Commitment

• I offer the option to meet monthly to Review your finances.
  • This includes presenting the 3 financial reports – Balance Sheet, Income Statement, and Statement of Cash Flows
    • These 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 Bookkeeper gains access to certain confidential or proprietary information of a Client. Such “Confidential Information” can include all 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.

What's Included

QuickBooks Online Subscription

• I am a Certified QuickBooks ProAdvisor. This is my software of choice for managing business finances and I am proud to include this service at NO COST to my clients. That's right! You will have complete access to QuickBooks Online at no cost to you.  It is important that you do not set up your account prior to meeting.  I am able to obtain this subscription at a discounted price for those who do not have an existing account.
  • Already have a QuickBooks account? No problem! I can take over your account and have your monthly subscription billed to me.
• Your transactions are transferred straight from your bank into the QBO software. This does not give me access to your bank accounts, so I am not able to transfer money or do anything to your actual bank account.
• QBO is available as a mobile app in which pictures of receipts can be uploaded and added to transactions.

No Long Term Contracts

• Either party can terminate the contract with a 30 day notice in writing.
• My goal is to relieve your financial stress. You shouldn't have to feel stressed over a long term contract either!
• As your business grows, you may demand greater bookkeeper involvement. You'll never see a price increase without at least a 30-60 day notice.

Let's Meet

Hi, my name is kevin...