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Your Bookkeeping road map to success in 3 easy steps.
Step One: Book Your Free Consultation
Schedule your complimentary 30-45 minute discovery call. During this call, we will discuss your business operations, identify any pain points or difficulties you are currently facing, and explore how our services can provide a solution.
Step Two: Bookkeeping Assessment and Customized Quote
To determine the exact needs of your business, you will grant a TLP Bookkeeping Solution accountant access to your current QuickBooks file. If you don’t use QuickBooks, you will provide statements or documentation for the accounts that require reconciliation.
This review serves two main purposes:
- To assess the current state of your books.
- To define the precise scope of work needed to bring your books up-to-date.
Following this thorough assessment, you will receive a custom proposal with a transparent, clear quote for all necessary bookkeeping services. We guarantee no surprises or hidden costs.
Step Three: Onboarding and Support
Should you choose TLP Bookkeeping Solution for your business, the process begins with signing an agreement and receiving your onboarding tasks. Following this, we will hold a kickoff call to ensure everything is set up correctly. We will then take over the management of your books, maintaining consistent communication throughout the entire process.
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561-618-3027
terika@tlpbookkeepingsolution.com
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