1. Start with a fit conversation
Before a proposal is issued, the practice learns how long the business has been operating, which accounting software it uses, how many bank and card accounts are involved, approximate monthly transaction volume, and whether the books are current.
2. Review scope and complexity
The current bookkeeping situation is reviewed so recurring monthly work can be separated from any one-time onboarding or cleanup. Multiple entities, locations, inventory, unusual reporting requirements, or large backlogs can materially change fit and pricing.
3. Establish the digital workflow
Clients connect approved bank or credit feeds where appropriate, maintain electronic records, and use an agreed method to provide statements and requested documents. Monthly deadlines are established at onboarding.
4. Work through a repeatable monthly close
Each month, transactions are reviewed and categorized, bank and credit-card accounts are reconciled, routine exceptions are resolved, missing information is requested, and financial reports are prepared.
5. Keep the relationship healthy
The practice depends on mutual organization. If documents repeatedly arrive late, records become chronically disorganized, or the scope grows far beyond the original agreement, pricing and scope may need to change—or the relationship may no longer be a fit.