Our Three Step Bookkeeping Onboard Process
STEP 1: Contact Us
Ready to get your books organized? Tell me about your business. Send me an email or give me a call, so I can help determine the bookkeeping support that best fits your needs. After you reach out, I’ll follow up to learn more and guide you through the next step. Let's book a 15-30-minute phone or video consultation so I can review your business and needs.
STEP 2: Account on QuickBooks You have an active QuickBooks Account - Go to the Accountants or the Accounting firms tab.
• Type my email address. Dstanley@balancesheetbookkeeping.net
• Click Invite or Send the invitation.
Don't currently have an account, sign-up for a free 30-day trial by emailing me for a pdf copy of the instructions.
STEP 3: Assessment Review and Estimate Once I have access to your information in QuickBooks, I’ll take a close look at your current business bank and credit card account statements, business loans, etc. and identify the volume of transactions, and provide a clear timeline with an upfront service estimate. STEP 4: Let's Begin a Business Partnership Once we begin working together, you can feel prepared for tax season, understand where your money is going, and make business decisions with greater confidence.
Our services are 100% Tax Deductible.
Don't currently have an account, sign-up for a free 30-day trial by emailing me for a pdf copy of the instructions.
STEP 3: Assessment Review and Estimate Once I have access to your information in QuickBooks, I’ll take a close look at your current business bank and credit card account statements, business loans, etc. and identify the volume of transactions, and provide a clear timeline with an upfront service estimate. STEP 4: Let's Begin a Business Partnership Once we begin working together, you can feel prepared for tax season, understand where your money is going, and make business decisions with greater confidence.
Our services are 100% Tax Deductible.
Our Services
Essential Monthly Services Perfect for businesses that need dependable monthly bookkeeping support and clear, organized financial records. • Posting and reconciliation of Bank and Credit Card transactions to the proper accounts.• Standard Monthly Financial
Reports so you can track business performance. • Secure document management for organized recordkeeping. • Expense categorization for profit and loss reporting and Schedule C preparation. • Email, phone, and virtual support for bookkeeping questions. • CPA-ready books at tax time for a smoother filing process.
Essential Monthly Services Perfect for businesses that need dependable monthly bookkeeping support and clear, organized financial records. • Posting and reconciliation of Bank and Credit Card transactions to the proper accounts.• Standard Monthly Financial
Reports so you can track business performance. • Secure document management for organized recordkeeping. • Expense categorization for profit and loss reporting and Schedule C preparation. • Email, phone, and virtual support for bookkeeping questions. • CPA-ready books at tax time for a smoother filing process.
Cleanup or Catch-up Bookkeeping
Are you behind on your books?
We help clean up, rebuild, and organize your financial records so you can file taxes, understand where your business stands, and make decisions with confidence.
• Rebuild months or years of your bookkeeping records with care and accuracy.
• Use advanced tools to import statements and organize historical transactions efficiently.
• Review and correct each transaction so your records are complete and reliable.
• Prepare a tax-ready handoff documentation for your CPA to support a smoother filing process.