How does this work?

What do I need to bring to a consultation?

Meeting with a bookkeeper for the first time is an exciting step toward organizing your finances and taking control of your business's financial future. To make the most of your consultation, it’s important to come prepared with the right information and documents. Here's a quick guide on what to bring:

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These documents give a snapshot of your current financial standing and help assess your needs. They also help me understand your business structure and set up accurate financial tracking.

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Preparing for a consultation might feel overwhelming, but remember, this is a partnership designed to make your life easier. Bring your openness to collaboration and a willingness to share details about your business and I’ll do the rest.