How Working With Bookkeep Boss Begins
A review-first path to understanding your bookkeeping needs and your next step.
If you are considering Bookkeep Boss for cleanup, catch-up, or ongoing bookkeeping, this page explains how working together begins, what happens before bookkeeping work is scoped or priced, and what you can expect before deciding if you want to move forward.
Introductory Call → Bookkeeping Review & Roadmap → Findings, Scope & Pricing → Cleanup, Catch-Up or Ongoing Bookkeeping
Step 1: Introductory Call
The first step is a short Introductory Call to learn more about your business, what is happening with the bookkeeping, and what you are looking for help with.
We will talk through your current situation, how the bookkeeping is being handled, any concerns you are already aware of, and what you need going forward.
The purpose of the call is to determine whether Bookkeep Boss appears to be a good fit.
The Introductory Call is not a detailed review of QuickBooks Online and it is not where final scope or pricing is determined.
The business owner or decision-maker should attend the call.
Step 2: Bookkeeping Review & Roadmap
If Bookkeep Boss appears to be a good fit, the next step is a paid Bookkeeping Review & Roadmap.
The Review is the first phase of the work, and if we move forward together, the cost of the Review is credited toward your cleanup, catch-up, or ongoing bookkeeping service.
The Review is a professional bookkeeping service designed to evaluate the current condition of your financial records, identify what is working and what needs attention, and develop a recommended path forward based on what your bookkeeping actually needs.
The Review is not simply a fee for Bookkeep Boss to gain access to your QuickBooks Online account, and it is not just a step used to determine pricing.
The Review itself is valuable for your business because it provides you with an evaluation of your financial records and a roadmap for what should happen next.
The amount of work needed cannot always be determined from a short conversation, transaction count, number of accounts, or number of months involved. Two businesses that appear similar on the surface may have very different bookkeeping needs once the records are reviewed.
Step 3: Findings, Scope & Pricing
Once the Bookkeeping Review & Roadmap is complete, we prepare the findings and present them to you during a call.
You receive:
- Written findings from the Review
- Recommended next steps for cleanup, catch-up and/or ongoing bookkeeping
- A defined scope for additional bookkeeping work when needed
- Pricing for the proposed work
- A Findings, Scope & Pricing Call to walk through the findings, recommended scope of work, and pricing
The Findings, Scope & Pricing Call gives you the opportunity to ask questions and understand what was identified during the Review, what path we recommend, and what work would be involved before deciding if you want to move forward.
Another benefit of the Review & Roadmap is that you leave with a report you can use even if you decide not to move forward with us. You can share it with another bookkeeper so they have a better understanding of what was identified and what work may need to be completed, or use it to have a more informed conversation with your CPA or tax professional.
Step 4: Cleanup, Catch-Up or Ongoing Bookkeeping
If you decide to move forward with us, we use the Bookkeeping Review & Roadmap as the starting point for completing the recommended cleanup, catch-up, or ongoing bookkeeping work.
Before You Schedule
You do not need to know exactly which bookkeeping service you need before scheduling the Introductory Call.
You do not need to clean up the books or organize your financial records before the call. If cleanup or catch-up is needed, that work is completed as part of the services provided after the Review.
The business owner or decision-maker should plan to attend so we can learn more about the business and discuss the current bookkeeping situation directly.
Please do not submit passwords, banking credentials, tax returns, bank statements, or other sensitive financial information through the scheduling process. QuickBooks Online access and any financial documents needed for the Review will be requested separately.
Ready? Let's Start With a Conversation
An Introductory Call is a chance to share what is going on with your bookkeeping, talk through the support you are looking for, and see if working with Bookkeep Boss would be a good fit.