Next Steps

So, you’ve decided it’s time to talk to a bookkeeper—someone who can help you stay on top of the financial side of your life or business. That’s a great step forward. A discovery session with our bookkeeper will help you understand what services might benefit you, how to get started, and what goals and timelines are common in the financial world.

A discovery session is exactly what it sounds like—an opportunity to learn. Good bookkeeping is a team effort between you and your bookkeeping firm. Building a strong foundation from the very beginning sets the stage for a smooth, successful partnership.

To Schedule for a Discovery Session with our Lead Bookkeeper call our office or email us.

What to Bring to Your Discovery Session: 

To help us get a clear picture of your needs, it’s helpful to bring (and/or be ready to talk about) the following:

1. Basic Business Details
   – Business name, structure (sole proprietor, LLC, corporation, etc.), and what your business does.
   
   

2. Financial Accounts
   – A list of your bank accounts, credit cards, loans, or lines of credit used for the business.
   – Online access (if available) can be helpful later, but not required for the first meeting since it is just discovering how to work well together.
   
   

3. Recent Financial Records
   – Bank statements, credit card statements, or any bookkeeping you’ve already done or had done elsewhere.
   – If you don’t have anything organized yet, that’s okay—just bring what you have.
   
   

4. Current Systems and Tools
   – Information about any software you’re using (QuickBooks, spreadsheets, invoicing apps, etc.).
   
   

5. Outstanding Items or Concerns
   – Unpaid invoices, overdue bills, or anything that’s been worrying you.
   – Questions you’d like answered.
   
   

6. Your Goals
   – What you want help with: catching up, staying current, preparing for taxes, budgeting, etc.
   – Where you see your business headed over the next year (or longer)