What We’ll Do
During the Bookkeeping Strategy session, we will conduct one 45-minute bookkeeping strategy session with client. This session will be used to discuss client's bookkeeping needs, answer relevant bookkeeping questions and provide recommended services for additional support.
What We Won’t Do
- We will not make changes to any settings or documents provided.
- We will not add, remove, or change any transactions in your financial accounts.
- We will not perform any other bookkeeping related task.
What We Need From You
In order to provide the best support during your strategy session, we may need to review relevant business and financial documents. If necessary, you will receive a list of items needed along with a link to secure file folder to upload your items prior to your scheduled strategy session. We reserve the right to reschedule session date if requested items are not provided at least 48 hours prior to session date.
When We’ll Do It
This engagement will begin upon receipt of payment and access to any requested documents. The engagement will end after strategy session is complete.
Additional Policies and Procedures
Please click HERE to review additional Policies and Procedures.
We look forward to meeting with you and hope we are able to support your bookkeeping and overall business goals. Please sign and date this letter to acknowledge your agreement with the terms of this engagement.
Monique C. Harrington, Owner