My Process
How We'll Work Together to Achieve Your Financial Accounting Goals
A simple, streamlined process designed around your success
Getting started with professional bookkeeping shouldn't be complicated. I've developed a straightforward process that makes it easy to transition from financial accounting stress to financial accounting success. Here's exactly what you can expect when working together.
Let's Get to Know Each Other
Before diving into the numbers, we'll have a friendly conversation about:
​
-
Your business goals and challenges
-
Current financial accounting processes and pain points
-
Specific bookkeeping services you need
-
Questions and concerns about virtual bookkeeping processes
-
Timeline and budget considerations
-
How I can best support you and your busine
Step 2
Custom Soultion Design
Building Your Perfect Package
Based on our consultation, I'll create a tailored solution that includes:
-
Detailed service recommendations
-
Clear pricing structure
-
Implementation timeline
-
Required software and tools
-
Communication schedule
-
Expected outcomes and deliverables
-
Quality assurance measures
Step 3
Smooth Onboarding
Our organized onboarding process includes:
Our organized onboarding process includes:
-
Formal engagement
-
Secure access setup and permissions
-
Secure document collection and organization
-
Quickbooks software configuration and optimization
-
Team training if needed
-
Process documentation
-
Communication protocols establishment
Step 4
Active Partnership
Your Business in Good Hands
Once we're up and running, you'll receive:
-
Regular financial reports (Accounts Receivable, Accounts Payable, Reconciliations, Payroll Summaries)
-
Financial statements (Balance Sheet, Income Statement, Statement of Cash Flows)
-
Proactive communication about important dates
-
Tax return preparation-ready reports (General ledger, Trial balance, Reconciliations, Payroll)
-
Timely responses to your questions
-
Monthly or quarterly review meetings
-
Strategic recommendations
-
Ongoing process optimization
-
Peace of mind
Step 5
Regular Review & Optimization
Growing Together
To ensure we're meeting your evolving needs:
-
Quarterly service reviews
-
Process improvement discussions
-
Service adjustments as needed
-
Strategic planning sessions
-
Growth opportunity identification
-
Technology updates and upgrades
-
Continuous education and updates
What Sets This Process Apart
Personalized Attention
You'll work directly with me throughout the entire process – no account managers or junior staff to navigate.
​
Proactive Support
I don't wait for problems to arise. Regular check-ins and proactive monitoring help prevent issues before they occur.
​
Clear Expectations
No surprises or hidden fees. You'll always know exactly what to expect in terms of services, processes, and costs.
​
Safety & Security measures
VABACS takes safety, security, and privacy matters seriously. We have implemented robust safety measures, tools and a comprehensive “Written Information Security Plan” to help ensure our client’s information, as well as our own, is protected against any unauthorized access and/or any anticipated threats to the security of such information.
Environmentally Conscientious
Virtual accounting and bookkeeping solutions with VABACS contribute a bit more to environmental responsibility just by our consumption alone of less paper products, less plastics, less printer toner, and less fuel.
​
Scalable Solutions
As your business grows, our partnership adapts. Services can be adjusted at any time to meet your changing needs.
​
Flexible Communication
Choose your preferred communication method and frequency. Whether you prefer email, phone, or virtual meetings, I adapt to your style.
