HOW IT WORKS
A clear path to organized books.
Start with a conversation. Sarah will help you understand the work involved, the next steps, and how you can work together.HOW IT WORKS
Discovery Call
Tell Sarah about your goals, current books, and the support you need.
Financial Review
Review your accounts and records to identify what needs attention.
Proposal & Engagement
Receive a clear scope, custom pricing, and the next steps.
Onboarding
Provide the documents and access needed to begin working together.
Begin Support
Move forward with organized records and dependable bookkeeping support.
01 · Your free consultation
Tell Sarah about your business or personal bookkeeping needs, the software you use, and what you want to make easier. Discuss whether you need monthly support, a new setup, or help with records that have fallen behind. This first conversation helps establish what to review next.02 · Review your current records
Sarah reviews the relevant details to understand your accounts, transaction volume, existing processes, and any cleanup needs. This may include the number of bank and credit card accounts, loans, payroll arrangements, and how many months of records need attention.03 · Receive your proposal
You receive a proposal outlining the recommended services, scope, and pricing. Monthly support and one-time projects are quoted according to the work involved. You will have an opportunity to discuss the proposal before beginning an engagement.04 · Complete onboarding
Once the engagement is agreed, complete the service agreement and payment authorization, then provide the documents and access needed for your services. Sarah will coordinate document sharing, accounting software access, and communication arrangements with you.05 · Get support and move forward
Sarah begins the agreed work: setting up your system, catching up or cleaning up your records, or handling ongoing bookkeeping. Your engagement defines the services and reporting you receive. You can work together remotely through online systems, email, phone, and scheduled virtual meetings.Helpful details for your first conversation
- The accounting software you currently use
- The number of bank and credit card accounts
- Approximate monthly transaction volume
- Whether you have employees or use a payroll provider
- How current your books are
- Your main goals or concerns
Documents come later
You do not need to have every document ready to start a conversation. Sarah will let you know what is needed for the review and onboarding. Please do not send passwords, bank account numbers, Social Security numbers, or financial statements in an initial email. Document-sharing arrangements can be established directly with Sarah.Let’s talk about your books.
Start with a free consultation. Sarah will learn about your needs and recommend a scope of work that fits.© 2026 Jones Prima Bookkeeping LLC. All rights reserved.