At Hill Bookkeeping & Consulting, we are honored that each of our clients views us as a trusted member of their business advisory team. We are committed to providing customized, personal attention and financial services to every entrepreneur in our company. Many other bookkeeping services try to fit you into a box and sell you on a cheap service that may not address all of your needs or answer all of your questions. We structure all of our services and pricing so that there isn’t any confusion when it comes to what you're getting and for how much.
How it Works
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2. Complete a PFR
Our Preliminary Financial Review (PFR) is an in-depth virtual review of the current state of business and your finances. We will review your existing QuickBooks file, compare transactions and balances to your bank statements to verify accuracy, and look at your current tech stack. During this appointment, we want to hear what is going well for you, as well as what is keeping you up at night. Bring the good, the bad, and the ugly - nothing you say during this meeting can scare us, as long as you are honest. This is a trial run for working with our team - we want to get to know you and your business and we want you to feel comfortable working with us.
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3. Preliminary Financial Report and Proposal
After our PFR meeting, the HBC team will thoroughly evaluate your QuickBooks file and will generate a Preliminary Financial Report. This is an objective view of the state of your books and is yours to keep. We will also present you with a proposal that will address any areas of concern in your bookkeeping and how we plan to help you succeed.
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4. Engagement Agreement
Once we know we’re a good fit for one another, and you’ve had a chance to review our report and proposal, it’s time to sign an Engagement Agreement! This contract outlines the package and services you have selected for your business and the investment you are making. Once signed, we can get to work!
Ready to get started?
It is important to us that you are satisfied with not only the services you have selected, but also the relationship that you have built with us through this process. Please do not hesitate to ask questions and create a comfortable rapport with us. We want you to feel confident when you choose to use us to improve the financial well-being of your company.
