Book a Free Discovery Call

Ready to streamline your financial operations with expert bookkeeping services? Schedule your initial consultation with Alexander Bookkeeping Services today. Let us help you achieve financial clarity and compliance, enabling you to focus on growing your business.

This consultation will help us understand your requirements and enable us to develop a tailored plan that fits your business.  We can mutually decide if we’re a good fit for working together.  No pressure or judgements.

Following our conversation, we’ll create a customized roadmap to meet your goals.  The plan could include a diagnostic review, a new setup for QuickBooks Online, a catch-up for missing transaction data or a clean-up of existing data.  The plan will include an outline of any ongoing, monthly bookkeeping discussed during the discovery call.  Will provide you with an engagement letter which clearly outlines the scope of work, deliverables, and timeline ensuring a clear understanding of what to expect.

 Once we have a plan in place, we’ll guide you through an onboarding process by providing a checklist of the information and documents we’ll need to get started.  We use a secure client portal that can be accessed through your computer or smart phone.  This portal will also be a place where we can keep in touch regarding any questions or concerns you may have.  Once we have the information we need we’ll work quickly to implement your customized solutions.