I will schedule a 1:1 ZOOM call, typically 1 hour.
My goal is to learn more about you and your business and how I can best serve YOU! It is important to me that you feel comfortable & confident with my services.
I will ask a handful of questions that help me understand your business set-up, needs, and goals. If you’d like a copy of the questions I plan to ask ahead of time, no problem, just let me know.
We will discuss pricing & payment so you and I both feel comfortable moving forward.
Finally, we discuss next steps to formalizing our conversation!
I will send you an Engagement Letter through LISCIO requesting review & an electronic signature.
You will be prompted via e-mail to make an account through LISCIO.
LISCIO is completely free to you as my client. Creating an account, viewing the engagement letter, and providing an e-signature can be done from your phone, desktop, iPad or laptop. View the quick video below to get a glimpse of why I use LISCIO. If you have any further questions you’d like to ask me please bring them to the Introductory Call.
Why LISCIO?
I will e-mail you an invoice through QuickBooks requesting payment. Please note all bookkeeping services are on a pre-paid basis, meaning work will not begin until payment is received.
Existing QBO Users:
I will send you a request for QuickBooks Accountant Access so I can become familiar with your existing books.
New QBO Users:
If you don’t have a QuickBooks Account, don’t worry, I will help you find the best subscription for your business needs. I will get you 50% off the first 12 months [New Subscribers Only] and help you set-up your profile and bank accounts.
Please be prepared to provide the following documentation:
Bank Statements for all accounts including credit cards
Completed New Client Onboarding Form
Copy of Last Tax Return
Business Formation Documents
I will be in touch if I have any further questions. Sit back, relax, and tackle the other items on your to-do list because your bookkeeping is taken care of!
Thank you for choosing The Bookkeeper Blessing, LLC as your trusted partner.