My Approach?
Keep It Simple. Keep It Clear.
My approach is simple: I believe in creating transparency from the very beginning. By walking you through a clear process, you’ll always know what to expect when we start working together.
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Start with a conversation to get to know each other and understand what you think your bookkeeping needs are. I will also introduce my Client Clarity Report, the first step in uncovering what’s really going on in your books.
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This is the cornerstone of our process—and the best way to turn interest into clarity. For $150 (credited toward your first invoice if you continue), I provide:
Clear insight into what isn’t working in your books
A step-by-step path to resolve those issues
A 24–48 hour turnaround
Dedicated time with me to answer any questions you have
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I walk you through my findings and explains where the biggest opportunities lie. Together, we’ll discuss what a working relationship could look like and review the proposal (or receive it shortly after).
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I’ll provide a clear roadmap for moving forward:
Transparent pricing options
Details on how we’ll work together
A “get started” checklist
A link to accept and set up automatic payments so we can dive right in
"Having someone we can trust who understands our fast paced lifestyle and more importantly our company is priceless. "
— Kelly & Adam Calabria, Kelly's Jelly