Discovery Checklist for Bookkeeping Services
Our goal is to educate and empower you about your business finances so you can make the best business decisions. In order to do this, we need to understand your business and your current accounting system.
Trust is essential
We understand that many of these questions are very personal but we only ask them to get the information required to do the best job we can for you. If it helps to make you more comfortable we are happy to sign your non-disclosure agreement prior to this process.