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Work with Me

So you've taken a look around and you've decided you'd like to have me help you as a bookkeeper?  Great!  This page will give you more information about our collaborative work partnership and what to expect from me as your bookkeeper and what I will be needing from you.  Ready to get started?  Let's go!

There are a lot of great reasons to hire me as your bookkeeper!

A Collaborative Partnership

I believe that any great working relationship is built on good communication, trust, respect, and teamwork.  When both parties involved adhere to these principles, everyone is working on the same page and towards the same ultimate goals.  With that in mind, here are a few things that I promise I will provide to my clients and that I will look for in prospective clients as well:

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1.  A Bookkeeping Partnership is Collaborative in Nature:  I strongly believe that  the relationship I hold with my clients is a collaborative in nature and that we are both working together as a team to help your business thrive and prosper.  During our partnership, I will bring things to light or provide insights that I see in your financial books that I feel will be of benefit to you and your business.  Ultimately, you will be the one who makes the final decisions, but I want to make sure I provide the best service possible to you when maintaining your financial books.  Likewise, it is my hope that you will also take a proactive role in your business finances.  When both partners are working collaboratively, great things can be accomplished!

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2.  Great Communication is Key!:  As with any relationship, good communication is paramount in making sure everyone is on the same page so there are no misunderstandings.  As your bookkeeping professional, I will communicate with you on a timely basis and keep you in the loop as to what I am finding in your finances.  I will also return phone calls within 24 hours during normal business hours.  As the client, being forthright with needed information helps processes run smoothly and timely.

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3.  Receiving Financial Documentation in a Timely Fashion:  Receiving financial documents and statements in a timely fashion helps processes run smoothly and allows me to present monthly reports and/or clean up specific areas of the books quickly and on time.  I will commit to have monthly and end of the year documents and reports ready for you and your CPA.  To help facilitate this, requested documents and statements need to be ready and in hand within 48 hours of the request.

I'm All In!

1.  Make an Appointment for a Free Consulation

During this consultation, we will meet face to face and talk about what you are specifically looking for with a bookkeeping professional, difficulties you may be having, as well as things that are working well for you. 

Interested in
Learning More?

Let's Talk!

P.O. Box 

Poulsbo, WA 98370

Tel: 360-626-0144

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