How we Work

Step 1 Fill the Contact Us form.

You can contact us through the form and fill out the information and we will setup a call the time convenient for both of us.

Just to Make sure that if you are serious about getting your financial UpToDate or need monthly Accounting and bookkeeping support you might need to spend an hour during our first conversation about your business requirements.  So just a Heads up and plan your time accordingly.

Step 2 We analyze your business needs

You communicate the requirement of your business, what is the current state of your books whether you need a catch up or custom management reporting, monthly accounting support and bookkeeping training and so on.

You will tell us the number of monthly transactions in your business So we can estimate the time required to do bookkeeping of your business. You will also tell us any additional requirement specific to your business such as bank reconciliations, Accounts Payable, Accounts Receivable ageing analysis and so on.  

Step 3 Starting Business relationship

As we describe our process and tools we use to do business, we will summarize the information we gather in the meeting and will come up with the action plan for starting work. We will send you quote along with the agreement to review and sign.

Once the agreement is signed and quote is accepted, we process the action plan on we both are agreed.