After our initial meeting, I will have a good insight into the particular needs
of your business and its bookkeeping needs.

Some examples are:
• Do you want me to handle your payroll needs or do you already have that
outsourced? Are all your payroll tax filings up to date?
• How many bank and credit card accounts do you have and when were the
last reconciliations? We’ll look at, on average, how many transactions
occur each month to get an idea of the hours per week for my services.
• How many current projects do you have going right now and do you have
these set up for profit tracking in the books? If so, do you want Project
profit tracking and reporting after each billing cycle?
• Do you have a Client Billing Schedule set up and if not, would you like one?
• What systems do you have in place for Accounts Receivable and Accounts
Payable?
• Would you like weekly, bi-monthly, or monthly financial reporting?
• Do you have time and travel expense tracking and if not, do you want help
setting that up?
• What is your current filing system? Are you paperless and if not, do you
want help setting that up?
• Who is your tax accountant and may I arrange a meeting in order to work
together to get everything up to date and processed?

These are some examples, but every business is different. I look forward to
working with you. “Enjoy your life, I’ll handle the Books!”