Simple, organized bookkeeping support from start to finish
Step One - Intro & Connection
Fill out the short “Let’s Connect” questionnaire to see if we’re a good fit. If it looks like a match, I’ll send you a few available times for a discovery call. Once we confirm, you’ll receive an intake questionnaire to complete at least 2 days before our call.
Step Two - Discovery Call
During our call, we’ll identify the right package for your needs, set a timeline for getting started, and outline a workflow to set up your bookkeeping systems.
Step Three - Getting Started
Once everything is confirmed, we’ll begin organizing your bookkeeping workflow and setting up the systems needed for ongoing support. You can always reach me directly at: zsuzsanna@zsuzsannabookkeeping.com if questions come up along the way.