Three outcomes, not a list of tasks.
Everything Bludenz Bookkeeping proposes to do falls into one of three outcomes: records restored, a process maintained, and reporting an owner can understand.
Bookkeeping Cleanup
The history of the business becomes accurate and complete.
- Historical record organization
- Account reconciliation
- Error and duplication review
- Reporting preparation
Recurring Bookkeeping
The month closes the same way, on the same schedule.
- Transaction organization
- Monthly reconciliations
- Consistent close procedures
- Financial-report preparation
Financial Visibility
The owner can see where the business stands without asking.
- Monthly reporting
- Cash-position review
- Identification of missing information
- Coordination with the client's tax professional
How an engagement begins.
A defined sequence, so nothing about the start of the relationship is improvised.
- Step 01
Qualification
A short set of questions about the business and the records.
- Step 02
Introductory call
A conversation about how the business runs today.
- Step 03
Records review
A look at the actual books before anything is promised.
- Step 04
Defined scope
Written scope covering exactly what is and isn't included.
- Step 05
Proposal and e-signature
Terms and pricing agreed in one place.
- Step 06
Secure document collection
Documents and access gathered through a secure channel.
- Step 07
Kickoff
The first monthly cycle begins on a set date.
A clear view of what's outstanding.
A concept for the onboarding dashboard clients would see: documents, access, meetings and remaining tasks in one place.
Not sure which of the three you need?
Most engagements start with a cleanup and move into a recurring rhythm. The books review is what tells us where to begin.
Request a Books Review