- clean-up/catch-up work
- conversion from one version or program to another
We gather as much documentation as possible during this time. It may seem overwhelming but it will prevent us from being bothersome in the future. Depending on your service level some critical documents we may request include:
Anything you want stored in your filing cabinet
We are going to want to learn as much as we can about the entity for which we are providing bookkeeping services. We need to understand your current flow of information, schedule and point of contact for handling tasks. We will chime in with recommendations for best practices as we learn.
You will come to know and trust your Bookkeeper + Controller team. If for any reason you wish to change teams, please let us know so that we can accommodate you.