Pricing & Onboarding
Every business is unique, which is why we don't offer one-size-fits-all pricing. Our services are tailored to your specific bookkeeping needs, the complexity of your financial records, and the level of support you're looking for.
Step 1: Schedule a Consultation
Contact Crowe Bookkeeping Solutions LLC by phone, email, or by scheduling a consultation. During our conversation, we'll discuss your business, current bookkeeping processes, challenges, and goals.
Step 2: Review Your Books
If you're currently using QuickBooks Online, we'll guide you through granting accountant access so we can review your books and better understand your needs.
Not using QuickBooks Online? No problem. We'll discuss your current bookkeeping system and determine the next best steps for your business.
Step 3: Receive a Customized Proposal
After reviewing your information, we'll prepare a personalized proposal outlining our recommended services and associated fees.
Your proposal may include services such as:
- Monthly Bookkeeping
- Catch-Up Bookkeeping
- Cleanup Bookkeeping
- Payroll Support
- QuickBooks Online Training
- Financial Reporting
- Other bookkeeping-related services as needed
You decide which services best fit your business and budget.
Step 4: Proposal Review
We'll schedule a time to review the proposal together, answer your questions, and ensure you understand the recommended services before moving forward.
Step 5: Engagement & Authorization
Once you're ready to proceed, we'll provide:
- Engagement Letter
- Payment Authorization Form
Simply review, sign, and return the documents.
Step 6: Leave the Bookkeeping to Us
Once onboarding is complete, Crowe Bookkeeping Solutions LLC will take it from there. We'll begin implementing your selected services and work to keep your books accurate, organized, and up to date so you can focus on running your business.