BOOKKEEPING CONSULTATION CHECKLIST
Your bookkeeping consultation checklist
Start with what you know. A short business overview helps us discuss monthly bookkeeping or cleanup—no financial documents needed with your inquiry.
Start with the basics
- Your name, business and business email
- Business type and what you do
- Your QuickBooks Online setup; whether your books are current, behind or uncertain
- The help you need: monthly bookkeeping, earlier periods or both
Transaction range and phone number are optional. An estimate is fine.
Note what needs attention
- Latest complete month and any missing periods
- Number and types of bank and credit card accounts—no account numbers
- Questions about categories, balances or other records
- Inventory, complex job costing, trust accounts, multiple entities or other specialized needs
- Reporting goals and any deadline to discuss
Keep the inquiry general
Do not send passwords, sign-in codes, account numbers, bank statements, tax documents or other confidential financial information. We start with a fit conversation. Records review requires authorization and an agreed secure process; secure access and onboarding follow the engagement.
Questions to ask
- Which accounts and transaction volume are covered?
- Which reports and conversations are included, and when?
- What records and answers do I provide?
- Are cleanup, onboarding and QuickBooks Online priced separately?
- How are extra work and fee changes agreed?
Choose your starting point
For ongoing support: monthly QuickBooks Online bookkeeping.
For historical work: cleanup and catch-up bookkeeping.
Ready for a conversation?
Send a short overview of your business and the help you need.