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Starting Your Bookkeeping Journey

Updated: Jul 8, 2018

If you are reading this post you have more than likely been thinking of hiring a bookkeeper for some time. For whatever reason you have been shying away, stop now! The process of starting your bookkeeping journey is actually a lot less painless than you could ever imagine and I promise, you are being much harder on yourself than your bookkeeper ever will be.

It's ok if you have nothing put together, it's ok if you have never tracked income and expenses since the creation of your business, it's ok if you have a shoe box full of receipts that may or may not include personal items, and it's ok if you have no idea what you are doing when it comes to tracking and recording your business' financials. This is the very kind of stress and anxiety that Zen Bookkeeping wants to take off your shoulder's, so that you can focus on doing what you love and what motivated you to start a business in the first place.

Below you will find a step by step process on what a typical start to a bookkeeping journey looks like.

Step 1:

Take the leap and call, text, email, pm, or even schedule our first meeting on our Service page.

Phone: 405-885-4941


Step 2:

You will receive a new client intake form via email to fill out and send back prior to our meeting. This will help me learn a little more about you and your business in order to help you in the best possible way.

Step 3:

We will meet virtually or in person depending on your location and needs. We will start by getting to know each other, your business, Zen Bookkeeping, and then have a conversation about your needs and wants (or establish needs and wants), to see if we are a good fit for each other. No fear of a sales pitch or pricing unless that is where you would like the conversation to go. If we are both excited about a business partnership, we will then talk about strategic pricing to ensure you get all your needs and even wants for the best possible price. If you decide we are not a good fit for each other, it was a pleasure meeting you and learning about your business. No need to force or push something that isn't the right fit for both parties. I am more than happy to refer you on to someone else that may be better suited for your needs and wants if interested!

Step 4:

You will receive a contract outlining the needs and wants discussed in our meeting in your email to e-sign. You will then review the contract and let me know of any adjustments that may be needed, if any. Once e-signed, I will automatically be notified and we will proceed to step 5.

Step 5:

Step 5 is the invoicing process. Now that we have established we are a good fit for each other, your needs and wants, and have a signed contract, we are set to get started. A virtual invoice will be sent directly to your email inbox where you are able to pay right through the invoice!

Step 6:

I will get you setup with our virtual apps and platforms so that you have access to your information anywhere anytime!

Step 7:

You sit back and relax, get back to the parts of your business you love, or use your new free time anyway you would like! I will start reconciling transactions and any other process we agreed upon while you are LIVING BEYOND THE NUMBERS!

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