HOW IT
WORKS
The process.
With Balanced Financial, getting started is easy. But, if you're anything like us, you like to know what to expect.
See the process below, so you know what is ahead every step of the way.
CONSULTATION
At Balanced Financial, we offer free consultations!
Before your consultation, you'll be asked to complete our bookkeeping questionnaire. This questionnaire helps us better understand where you're at within your business and in what ways we can help you succeed.
Our goal in the consultation is to get to know each other better and ensure it is going to be a great fit on both sides. We will discuss your current bookkeeping system, pain-points, and in what areas we can help.
Ready to get started? Schedule your free consultation here.
DISCOVERY
Once we have decided to get started, we will schedule a discovery-review. During the discovery, we will review your current books to identify any items that may need caught up or corrected before ongoing services can begin.
Please note, no changes will be made to your books during the review. This is simply an evaluation. At the end of the discovery-review, we will provide you with a list of any corrections, catch-up tasks, and next steps.
CATCH UP/SET UP
In this phase, we will tackle any catch-up tasks or clean-up work identified during the discovery-review. We will also bring your books up-to-date and put procedures into place for your on-going success.
Please note, if you don't yet have accounting software or a current bookkeeping system, we will get you set up with the appropriate software and systems at this time.
YOUR STORY BEGINS
Now, your story begins & you have more time to get back to what you love most! The sky is the limit! Having your financial information up-to-date and accurate puts you in the driver's seat of your business finances. This allows you to not only stay prepared for tax season but make educated decisions regarding the future of your business all year long.
We're here to help.
HAVE
QUESTIONS?
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