At the beginning of each client relationship, we work with you to design the best bookkeeping strategy for your business. Here’s what that looks like:
Step 1: Personalized strategy session to find a process that works for your business and lifestyle
Step 2: Set up stage where we get all your accounts and finance systems in tip-top shape
Step 3: Begin a monthly maintenance routine including entering transactions, reconciliations, and adjusting journal entries. Every month, we’ll work with your data and provide easy-to-understand reports.
📅 Annual Services
- Prepare and mail 1099s
- Quick virtual check-in meeting
Jenny Abbott Company has a “small footprint” policy with non-intrusive remote services to help keep your business up to date. Contact us today for a free 30 minute consultation call to see how we can help you invest more time into your business instead of your books.