The First Step...

The first thing I like to do is take a few minutes to go over what is most pressing for you. 

• Is it the shoebox full of receipts?
• Is it taxes that need to be filed?
• Is it just needing to know where all the money went?

Let's start by getting on the same page.

After we talk, you get to decide what happens next.

• Do you want to just do a 2 hour training and do your own bookkeeping?
• Do you just need help at the end of each month to make sure it's all right?
• Do you just want it all off your plate?

You get to choose.

Once you decide what you want to happen next, we move forward together. We take the next step and then the next step after that. We move with you through the process.