Getting started with a Bookkeeper

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.

 

 

  1. 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.
  2. Gather receipts and bank statements. A shoebox works.
  3. 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.
  4. 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.
  5. 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!
  6. Relax! No more tax time stress!Time For You Message Showing You Relaxing

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