The Worry Free bookkeeping process consists of 5 steps.
Step 1: Analysis
Our bookkeeping services begin with an in-depth analysis of your goals and the current state of your company books.
We then compare your bookkeeping processes against the ideal scene for the area and your own goals.
This process begins with the bookkeeping assessment form and continues with a 20 minute phone call.
Step 2: Program
Once the analysis is complete, we give you the summary of our findings. This summary contains a proposal for future work, either project-based or ongoing, to achieve your goals.
The analysis and proposal also provide you with steps that you can take immediately to improve your financial processes, free of charge.
Step 3: Establishment
If you decide to retain Worry Free Bookkeeping, we begin the steps outlined in the proposal. Typically, this requires an establishment phase of work to smooth your financial lines and make them efficient. The Worry Free team gives you regular updates of completed work as this step is done.
Step 4: Ongoing Work
With establishment work done, we assign a bookkeeper to your account. The bookkeeper maintains your books according to a precise checklist of actions. This checklist is shared with you so that you may monitor progress. The bookkeeper provides all the financial information you need to successfully manage your company.
Step 5: Freedom
As a result of our work, you achieve freedom from the bookkeeping trap. You are free to do the work required to expand your company – or take a day off.
Take The First Step
Contact Worry Free Bookkeeping today to request your free bookkeeping assessment.
