1. Initial Consultation: We'll meet via Zoom to discuss your business needs and expectations.
2. Access to Your Books: You'll provide me access to your QBO or Xero account, where I will do a detailed review, share my findings, and provide a quote.
3. Process Begins: The clean-up or catch-up work will begin once I have the signed engagement letter and all the necessary documents.
4. Post-Service Review: After the work is complete, we will have another Zoom meeting to review your updated books, address any questions, and discuss strategies for keeping them organized moving forward."