How We Onboard Clients – 21st Century Bookkeeping

How We Help

We’re committed to making the financial process as simple and straightforward as possible.

Free Appointment & Consultation

Demonstration of Value

Transition to Outsourcing

01. Free Consultation

We’ll start with a consultation to understand your business and its unique bookkeeping needs. During this time, we’ll also answer any questions you may have about our services and provide you with a quote.

02. Setup

Once you’ve decided to work with us, we’ll set up your bookkeeping system, including software and any necessary integrations. We’ll work closely with you to ensure the process is seamless and tailored to your business needs.

03. Expert Bookkeeping

Our team of expert bookkeepers will handle your bookkeeping on a regular basis, whether it’s daily, weekly, or monthly, depending on your needs. We’ll keep your financial records up-to-date and ensure accuracy and completeness.

04. Timely Reporting

We’ll provide you with regular financial reports, including income statements, balance sheets, and cash flow statements. These reports will help you make informed business decisions and stay on top of your financials.

05. Regular Review

We’ll review your financial reports with you on a regular basis to ensure you’re fully aware of your financial standing and address any questions or concerns you may have.

06. Ongoing Support

Our team is available to support you with any bookkeeping questions or issues you may have. We’re committed to providing exceptional customer service and support to our clients.

Our Process

Free Onboarding

Collaborative Approach

Engage each client in a collaborative process where their insights and feedback are continuously integrated. This ensures that the services provided are aligned with their evolving needs and preferences.