Service Description

This one hour meeting dives in to the bookkeeping needs of your business. These are the day-to-day transactions of your business operations (ex: income, expenses, purchasing assets, paying liabilities, payroll, etc.). We will discuss the efficiency of your bookkeeping processes and how they support your business operations. Bookkeeping software will be analyzed for appropriateness. Next steps may include transitioning bookkeeping tasks to KC Richards Bookkeeping or follow up meetings to keep projects on task. In person meeting only; flexibility to meet in our office or yours.