Core Services
Our Services are TAILORED to fit your needs!
Every service we provide begins with these steps.
It starts with a Discovery Call
Like a real tailor, a fitting must be done before the real work on your masterpiece can begin. This is the discovery call, also known as a Diagnostic Review. During this review, we are taking a thorough look at your current bookkeeping systems, going through your sales process, how you gather and store your financial documents, and so much more. Once that is complete, our findings are shared with you and together, we create a plan of action to put you on the right financial path for you, your goals, and your business!
Next Up: Onboarding
Navigating the onboarding process with a virtual bookkeeper is like having a trusted financial co-pilot by your side. After the discovery call, where we dive into your unique rental property or hosting business needs, we gather and organize your financial data, set up user-friendly software, and maintain clear communication channels. This process is vital for busy landlords and hosts like you because it frees up your valuable time, ensures accurate record-keeping, and provides expert insights to help you make informed financial decisions. Together, we'll streamline your bookkeeping, maximize profits, and soar towards success in the rental property and hosting world.
Access Verification
Access verification is a crucial step when working with a virtual bookkeeper. It involves granting the bookkeeper secure access to your financial accounts, such as bank accounts and accounting software. This process ensures that they have the necessary permissions to retrieve relevant financial data and perform their bookkeeping tasks accurately. Access verification is important because it allows the bookkeeper to work efficiently, maintain up-to-date records, and generate accurate financial reports. It also helps maintain data security by implementing proper protocols and safeguards to protect your sensitive financial information.
