HOW IT WORKS

 
 
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STEP 1: FREE CONSULTATION

Need help with your bookkeeping? Let’s talk! I would love to hear all about your business. Bring your Profit & Loss Statement and Balance Sheet, if available, and I’ll weigh in on what I see. If we decide that Pine Ledger is a good fit, we can move on to the next step, Discovery.

 

 
 
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STEP 2: DISCOVERY

In order to get your books into fighting shape, we need to know where things stand. Some businesses need several years worth of bookkeeping catch-up, while others need only a month or two. Some books have been set up and reconciled correctly, while others are riddled with errors. Some companies don’t have accounting software at all but need it set up. The Discovery phase is a top-to-bottom review of your QuickBooks file and bookkeeping processes. Don’t worry if yours are a mess, we’ve see it all! At the end of the Discovery I will present you with a full report explaining the good, the bad, and the ugly, along with a quote for any Set Up / Clean Up / Catch Up work, if needed.


 
 
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STEP 3: SET UP • CLEAN UP • CATCH UP

This is where I dive in and get your books set up, cleaned up, and caught up (if needed). When the dust settles you’ll have a polished, accurate bookkeeping system ready to run like clockwork, with a clear picture of your finances. Clean-up work often unearths tax deductions that a business was unaware of. It can also shed light on financial trends that had previously been hidden in inaccurate financial reports, enabling much smarter decision making.


 
 
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STEP 4: MONTHLY PACKAGE

Once the set-up work is finished, your books will be in great shape. That’s when it’s time to move on to a monthly package to make sure they stay that way! There are three monthly packages to choose from, depending on how much you want to take advantage of the insights that your newly polished & professionally maintained financials can provide.