• Process

EVALUATION AND INTAKE

Let’s get started. We’ll have an initial phone chat and see where you are at and what’s the best path forward. Maybe basic bookkeeping is all you need for now. Or you might have quite a bit of back paperwork that needs to be organized and entered into your software. Let’s see how we can help and get you back to what you do best – running your business.

DOCUMENTS

We take them all – paper or digital. Some of our customers used paper invoices until just a few years back. We like paper – no problem at all. Don’t waste time bulk scanning – we can do it for you. Just send us the piles or attachments and we’ll do the rest. And don’t forget to include receipts for tax purposes! If it’s not entered, let’s get to it.

SOFTWARE

We can use your software or we can help migrate you to the latest online version or to a whole new platform. We work in most environments and help you with the details. Want to get our preference for the best accounting software experience? Just give us a call. We’ll be happy to tell you the ups and downs of the most popular programs out there.

2020 Sound Bookkeeping