Ready to hire your first Bookkeeper?

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Here's the 3 things you must talk about first!

I’m not a a fan of  SPAM (including the stuff that comes in the can); I will keep your email address between the two of us. I will not share it, sell it or rent it.

Here's what's inside:

  • How to NOT "muck" things up
  • The #1 way to enhance confidence and trust
  • How to get clarity on the ground rules
Wow!! I had no idea I needed to have these convos!! This is wildly helpful so thank you!!
Lia Pinelli
Lia Pinelli Coaching

QuickDiagnostic Checkup

Want to know what the QuickDiagnostic looks at? Here’s just a few of the items:

From your Banking
  • Are your bank and credit card feeds set up?
  • When was the last time your bank and credit card accounts were reconciled?
  • Are there any old/uncleared items on the last reconciliation?
  • Are there any old undeposited funds?
From your Profit & Loss Reports
  • Any unusual or unexpected balances?
  • Any large negative balances?
  • Anything in “Suspense” or “Ask My Accountant”?
  • Any transactions without a supplier or a customer?
From your Balance Sheet
  • Any unusual or unexpected balances?
  • Any large negative balances?
  • When was the last time you filed your HST in Quickbooks?
  • Any Uncategorized Assets or Liabilities?

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"Getting to Know You" Consultation

Tea pot and cup
"Getting to know you, getting to know all about you...my cup of tea"

We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.

If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)