Want to know how to start working with P+C?
Feeling overwhelmed by where to start your journey towards working with a bookkeeper? We are here to make this as easy as possible. Let’s walk you through the steps in how to begin!
You can always book a complimentary video call with us to discuss your options and tell us what you need to see happen for your business to grow and thrive.
First, schedule a zoom call with us and we figure out where you are at and what you need help.
After our call, you will be provided with a non-disclosure and privacy agreement. We are discussing your financials at a pretty intimate level at this point. Then we take a ‘look under the hood’ at your QBO file and any relevant documents.
We then provide you with a proposal containing 3 levels of service to choose from that are custom sized to your business’ transactional volume and service needs. We offer a solution and quote on any catch up bookkeeping that needs to be done as well.
Don’t worry if you are behind, we have a plan for that!
You choose the service level that fits for you and let us know to move ahead. Then the fun really begins! All your systems and processes start to flow and we begin work. This might be set in benchmarks and we might be working towards a big goal for your business alongside you.