A Blog Post by the Artisan Bookkeeper

Three Simple Steps to having more time! Make contact!


So, you need a new bookkeeper. There could be many reasons; you were doing it and don't want to anymore, your bookkeeper quit, the last person was incompetent, and you couldn't take it anymore. No problem, let's see if we're a great fit together. 

15 Minute Phone Chat

Just a chat to see what you need to make your life easier. Questions like;

  1. What system were you using previously?
  2. What was/wasn't working for you?
  3. What could I do to make things easier for you?

It's really that simple. I need to know how you operated before so that I can be prepared to ask the right questions in the Free Consultation. I will send a link this this, https://calendly.com/jennauck/15min and you can schedule the chat at your convenience. Now one of the perks of my job is working hours that work for me. So, I don't work a typical 8a-5p work week and have set these times aside. However, if these don't fit your needs, send me note, I'm flexible. 

After the chat, I'll put together a list of questions and you can as well of things we need to know about each other. Mine will be more about the insides of your system. I'll send a list of items that you can prepare for the Free Consultation, so we will both be preapred to keep the meeting short and productive. 


Free Consultation

It sounds so professional doesn't it. What I really want to do is talk to the decision makers and see what duties you are looking to hire.  If there are more than one person that can make decisions, both of you will need to be present. Nothing worse than completely setting everything up with one partner to have the other decide it's not needed. Neither of us need to waste that time. 

Thirty minutes or less is our goal. We can learn a little more about each other's business and see how they can fit together. Your choice of communication is phone or video chat. Here are some example questions:

  1. What kind of accounting method are your using and are you using a program?
  2. When does your fiscal year run?
  3. Are you keeping personal and business separate? 

After the consultation, we can take a few days to review our discussion and see if it's a great fit. I want our working together to be a great partnership and if for any reason one of us thinks it isn't, let's part on good terms. There's no pressure here, just two business owners looking for great communication and results. 

The Proposal

Next, I'll send out a list of items that I need to look at to prepare a proposal. Basic needs like how many transactions you manage a month and other items that will determine your pricing category. There are three options to choose from. The differences decide when you receive reports about your business. If you chose quarterly, your books will still be reconciled weekly, but you will be moved behind other companies that require monthly reports. You will never be left to wonder about your finances. 


Happily Ever After

If you accept the proposal we're in business! I'll send a list of documents that are required to get started and prepare the information for Quickbooks Online or Xero, the two accounting platforms that I use. We will set up a monthly credit charge or ACH to pay for my charges because I charge prior to the work each month. 

But what if it doesn't work out you ask? Well, that's ok. I request a 30 day notice so I can wrap up your books. That's it. The only agreement you sign is an agreement of my charges for the duties you have requested. Have more questions but ready to talk. Awesome! Contact now!