Hiring a bookkeeper may sound tedious and time consuming. It is not! In just a few short steps your tax time stress (at least the preparation part, sorry can’t pay the bill) is gone.
- Find the perfect bookkeeper. While I may not be perfect I do enjoy numbers and I think people find me trustworthy. I provide references upon request.
- Email – allsummedup4you@gmail.com
- Phone – 720-982-9873 (call or text)
- Gather receipts and bank statements. A shoebox works.
- 1 hour meeting with me at local restaurant or coffee shop or office/home (your choice)
- Review one month of statements to give me information of how your patterns and expenses look. I can track personal and business expenses.
- Hand over all your receipts and statements. Give me a deadline.
- Leave with a burden lifted.
- I take all your stuff and create a spreadsheet and filing system for your expenses. I may call or email you with a few questions regarding details of receipts/expenses. Usually only short, easy answers are required.
- I call/email you with the news I am finished. We setup a time (5 minutes) for me to give you your organized receipts and statements along with a detailed spreadsheet ready to drop off to your tax accountant. Give me a check for a job well done!
- Relax! No more tax time stress!