The Process...
1) Follow the link to schedule a Discovery Call.
2) You’ll be asked a series of questions about your business to determine if we’re a good fit.
3) You will receive a short Welcome video that gives you information about how KPC Bookkeeping will work with you. Please watch this before our Discovery Call so we can make the most of our time together.
4) We’ll meet via Zoom to get to know each other, and I’ll give you a preliminary quote!
5) If that range is reasonable to you, I’ll request some materials so I can do a full diagnostic report, which will be yours to keep whether you engage my services or not! This will also include a proposal for our work together.
The investment for this diagnostic report and proposal is $250.
And then what happens?
- Once you sign your proposal, we’ll set an onboarding date and get right to work on an engagement letter and setting you up in my client portal.
- I’ll get going on your setup, cleanup, and catchup. We’ll have a lot of contact at this stage.
- When the cleanup is complete, we’ll have our first advisory session (see below).
- We’ll commence with monthly services!
Your advisory sessions
- Review the overall health of your business
- Teach you a simple bucket system to utilize in order to pay yourself, save for taxes, cover your operating expenses, and have BONUS money.
- Answer questions like, when can I afford to hire? Can I afford some new equipment?
- Help you set goals and long-term plans based not just on your numbers, but on what excites you!
- how to prepare for tax season
- Advise you on how to get ready to seek investors or apply for loans.
- have the information you need to make business decisions that also feel good in your soul
And a bonus!
Lifetime access to the Bookkeeping: Beyond the Boring bundle
After your advisory sessions, you can choose to book more at an additional cost, or utilize the easy-to-follow lessons to do some simple calculations to help you make great business decisions.
What People Say About Us...
