Work With Me
- Chris Musser
- Apr 7, 2025
- 2 min read
Working with me is simple, transparent, and designed to meet you where you are. Whether you’re catching up, cleaning up, or starting fresh, I’ll guide you through the process and keep your books clear, compliant, and useful.
1. Free Initial Consultation
We’ll start with a no-pressure call to talk about your business, your goals, and what kind of support you’re looking for. I’ll ask a few questions and let you know whether I’m the right fit, and if I’m not, I’ll do my best to refer you to someone who is.
2. Technical Review
To fully understand your bookkeeping needs, I conduct a thorough review of your current setup. This may include:
Chart of accounts and historical reconciliations
Financial statements and reporting tools
Payroll records and tax filings
Loan and inventory tracking
3rd-party integrations (POS, CRM, time tracking, etc.)
Internal controls and document workflows
This helps me assess the scope of work and identify any areas needing cleanup, clarification, or reorganization.
3. Scope of Work + Pricing Proposal
You’ll receive a written scope of work tailored to your situation, along with a clear pricing proposal. I’ll walk you through it and answer any questions before moving forward.
4. Contract & Authorization
Once we’re aligned, I’ll send over:
A service agreement
Payment authorization
Consent release or data access request (if needed)All documents are handled securely and electronically.
5. Onboarding
We’ll meet online to get your system set up and running smoothly:
Connect your accounting software
Sync bank and credit card feeds
Set user permissions
Establish secure shared folders and password storage
6. Let’s Get to Work
I’ll handle your bookkeeping, so you can focus on your work. You’ll get regular updates, clean financials, and the peace of mind that comes from knowing your books are in good hands.
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