How We’ll Work Together

Here are the secrets behind
our clients’ success!

Step 1: Strategy Session

We want to meet you and learn about your business!

Consulting Icon

We will listen to you as you lay out your business and what is important to you. We want to discuss your previous experience with bookkeeping and accounting.

Use this opportunity to ask any crazy questions that have been in your mind about Quickbooks or accounting.

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Step 2: Discovery Process(1 hour virtual meeting)

We take an in-depth look onto your Quickbooks files and any bookkeeping and accounting processes you follow.

QB Review and Clean Up

What we want to know:

  • Where you record your expenses
  • How you pay your bills
  • How you record your income
  • How you pay your staff
  • How you pay your taxes

Custom Reports

Additional services you can add to
your package:

  • Monthly financial statements
  • Accounts receivable
  • Accounts payable
  • Payroll preparation
  • Inventory reconciliation
  • Sales taxes

Step 3: The Proposal

We give you what needs to happen next, what it will cost and when it will be done.

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We’ve already checked our schedules and are ready to proceed. We want to push to get this started! Come sooner than later, that way we don’t need a huge amount of time to get your books cleaned up.

Step 4: Clean Up/Catch Up Process

This is where we get your books up to date and learn more about your business.

We take the risk of giving you a firm price on how much our services will cost. We know the best way to get this done. If you want things done a specific way, we can give you a quote on an hourly basis.

Save Time and Money

Step 5: Get Started

This is where we get your books up to date and learn more about your business.

Government Compliance

Our next steps:

  • Spreading out our costs over the weeks to help with your cashflow
  • Creating our own internal checklists to capture all the items we will take care of for you weekly, monthly, quarterly and annually.
  • Being clear anytime items outside of our agreement show up and asking how you would like us to proceed

We are excited to get started with your business!

Business Cents - Training Support

The best part of our jobs is learning about all the amazing businesses that have been created and to care for your staff and customers. Small businesses are truly amazing. We are grateful to you for taking the risk, putting your money and your creativity on the line to serve humanity. Thank you!

Still have questions about
our process? Contact us
(509) 389-7000
23 N Napa St
Spokane, 99202