What To Expect

Ready to team up?

Complete the "Discovery form" provided while scheduling your consultation. This will allow us to get some information about your business prior to our meeting.

We will have a phone/video conversation (your preference) about the needs and pain points of your business. As well as what you are looking for in a bookkeeper.

View-Only access may be requested so we can get a feel for the status of your current books/financials.
After our initial call, if all parties desire to move forward, we will put together a proposal to be approved by you/your business. (All owners must sign the agreement).

Once the proposal has been agreed upon by all parties, you will receive a written engagement letter.

An engagement letter is a contract between Bluebird Bookkeeping, LLC and your company. It will include the scope of work to be provided and the pricing agreement for said work.

All owners must sign the engagement letter and first months payment/retainer must be received before monthly/project services will be provided.
The engagement letter will be accompanied by a Non-Disclosure agreement, so you will know your financial information is safe. We will also include a Recurring ACH Payment Authorization, and monthly payments will be automatically deducted.
There is no extended contract for services. Services are provided Month-to-Month, 30 days notice to cancel (from both sides!)

After the engagement letter, NDA, and ACH Authorization have been completed, we will have a phone/video meeting where we will gather all necessary information to begin services.
We will work on getting VIEW-ONLY access to all applicable accounts and/or give access to shared google drive folder.
Already have Quickbooks Online? We will have you provide us with accountant access. Need Quickbooks Online set up? We will take care of that for a one time fee.
We will walk you through what documents and information we will need in order to accurately complete our services each month.

After set up has been completed and payment has been received, we will be able to move forward with monthly bookkeeping!
All services that have been agreed upon in the scope of work will be completed on a monthly or quarterly basis. They will be completed by the agreed upon date.
Please note, If documents and information are not provided in a timely manner turn around times may be affected.