FAQ's
How I Work With Bookkeeping Clients
Please reach out to laura@bookkeepboss.com if you have any questions!
What is your approach to bookkeeping and working with clients?
My approach goes beyond just reporting what happened in your financial past. While I'll certainly handle all your transactional bookkeeping and keep everything organized, my most successful clients, like you, want to understand the trends and transform their financial reports into a powerful tool for moving the needle forward and making important business decisions.
How quickly can I expect a response to my emails or calls?
I respond as quickly as possible, often immediately if I’m available. Typically, I reply within a few hours and no later than 24 hours, depending on your service level. Your response time, either "within hours" or "within 24 hours", is specified in your contract.
Is there a limit to the number of requests I can make each month?
There’s no limit to the number of requests you can make. However, I conduct a quarterly service fee review during the first year of our engagement to ensure the scope of work matches the monthly fee. If your requests significantly increase, I may adjust the fee at the next review.
How do I stay updated on the status of my account work?
I upload all financials and supporting documentation to your client portal. You’ll receive a quick note via portal chat, email, or text, whichever method you prefer to let you know when everything is ready.
Do you only work with clients locally?
No, I work virtually with clients across the United States. Using secure online tools and clear communication, I’m able to provide personalized services to clients no matter where they are located.
MY APPROACH TO SUPPORTING YOUR BUSINESS
How it works
1. BOOK A FREE CONSULTATION
Let’s start the conversation! Schedule your first bookkeeping meeting and complete an intake form so we can get to know you, your business, and your goals.
2. LET’S SEE IF WE’RE A GOOD MATCH
If your goals align with our expertise and approach, we’ll dive deeper and determine if we’re the right bookkeeping partner for you.
3. CUSTOM PROPOSAL
We’ll craft a tailored bookkeeping proposal outlining our approach, scope of work, and next steps—so you’ll have a clear path forward before you start onboarding with us
What Happens Next?
4. Let's get started!
During our first onboarding session, we'll review your business goals, familiarize you with the client portal, and define a clear plan for bookkeeping and our work together.
5. The onboarding process
Every partnership begins with an onboarding period, dedicated to reviewing your processes, organizing, and establishing a transparent workflow. This is where we set a solid bookkeeping foundation that aligns with your vision.
6. ongoing partnership
Your day-to-day becomes easier with our bookkeeping support. Whether you need a cleanup, catch-up, or ongoing services, we keep your finances organized, accurate, and up to date.
Recognition
Laura Parker, with Bookkeep Boss, offers virtual bookkeeping services in Gilbert, AZ, and nationwide. Awarded 2025 Local Business Person of the Year through Alignable.
