What to Expect


Most bookkeeping engagements do not start with a monthly package. They start with understanding what already exists.This page outlines how I approach new work, what the process looks like from the beginning, and how decisions are made before anything moves forward. The goal is clarity so you know what to expect and whether this approach makes sense for where you are.

Next Steps


If this approach feels aligned with what you are looking for, the next step is simply a short conversation. This allows us to talk through your situation and determine whether a diagnostic review would be appropriate before any work moves forward.

Let’s Talk Through It