The Client Journey
Every client moves through the same five stages. Here’s the whole map.
The five stages
- In the Fog. Behind on the books and unable to trust the numbers. Months may not be reconciled, transactions may be missing, and the number in the software may not match the bank. This is where most owners are when they first call us. 7 signs it is time for a bookkeeping cleanup.
- Diagnostic Review. We open the real books against the real bank statements and tell you the truth about what is working, what is broken, and what it would take to fix it. What a QuickBooks review finds.
- Cleanup. Every month is rebuilt and reconciled to the bank, to the penny. Anything we cannot verify is set aside and flagged for you, never guessed. QuickBooks cleanup services.
- Monthly Rhythm. The books close when the bank statement lands, and you get a plain-language update every month instead of a once-a-year scramble. Monthly bookkeeping.
- Profit First. Every deposit is allocated on purpose, with profit and taxes set aside before you spend, and the owner finally pays themselves. Profit First cash management.
Want to see a real example? Read Behind on the Books and Afraid to Look, a cleanup that went from the fog to a monthly rhythm.
Not sure which stage you’re in?
Most clients start with a free 30-minute call: tell us where your books stand and a CPA will tell you honestly what is working, what is broken, and what it would take to fix it. Book a free 30-minute call.