1. Book a Free Consultation

It all begins with a quick and easy step — scheduling a free 20-minute consultation. You pick a time that works for you through the online calendar, and we’ll connect over Zoom or phone to learn more about your business and what kind of support you’re looking for.

2. Discovery Call

During our call, we’ll talk about your current bookkeeping setup, challenges you’re facing, and your goals moving forward. Whether you’re behind on books or looking for ongoing support, we’ll explore how Just Bookkeeping can help.

3. Receive Proposal & Engagement Letter

After our conversation, you’ll receive a customized proposal tailored to your business. It outlines the scope of services, pricing, and what to expect. An official engagement letter will be included — all sent securely for your review and e-signature.

4. Sign Engagement Letter

Once you’re ready to move forward, simply sign the engagement letter electronically. This formalizes our working relationship so we can begin the onboarding process.

5. Onboarding & Deposit Invoice

We’ll send over a welcome email with the next steps, including your invoice for the initial deposit and an invitation to join our secure client portal (Client Hub), where all communication and file sharing will take place.

6. Upload Your Documents

You’ll receive a checklist of everything we need to get started — think bank and credit card statements, prior tax filings, and any system reports. Upload these to the organized folders we’ve already set up for you in Client Hub.

7. Kickoff Zoom Meeting

Next, we’ll hop on a kickoff call to confirm we have access to everything needed, make sure your systems are connected (like QuickBooks Online), and answer any remaining questions.

8. Bookkeeping Work Begins

With your documentation and access in place, we roll up our sleeves and get to work. Whether it’s catching up on months of bookkeeping or starting fresh each month, we take it from here.

9. Monthly Reports & Communication

You’ll receive timely financial reports delivered through Client Hub — with clear insights to help you make better business decisions. We also check in regularly, and you can always reach us through the portal for questions or updates.

10. Peace of Mind – We Mind Your Books

From here on out, you get to focus on running your business with confidence. You’ll always know where your finances stand — because we mind your books, so you can mind your business.