Our Process
Simple, Effective, and Tailored to Your Needs​​
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At Innovative Consulting & Bookkeeping Solutions Inc., we understand the challenges small businesses face when it comes to managing their finances. Over the years, I’ve helped dozens of small business owners like you take control of their bookkeeping and unlock the full potential of their financial data. Many businesses struggle to get a clear picture of their financial health, leaving them unsure of where they stand or where they’re headed. Without up-to-date, accurate financial records, it’s difficult to make informed decisions or align your financial strategy with your growth goals.
That’s where we come in. Our tailored bookkeeping solutions are designed to not only give you peace of mind but also empower your business to thrive.
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We’ve crafted a streamlined process to ensure that your bookkeeping is handled with care, accuracy, and efficiency. Here’s how we work with you to bring clarity and growth to your business:
Discovery Call
We begin with a discovery call—a brief, no-obligation Zoom meeting designed to learn about your small business and the unique financial challenges you're facing. This is your chance to tell us about your pain points, whether it’s cash flow management, bookkeeping organization, or tax preparation. During this call, we’ll answer any questions you may have and discuss how our bookkeeping services can help your business thrive. Our goal is to fully understand your needs and ensure we offer the best bookkeeping solution for you.
Financial Health Check
Next, we conduct a financial health check to assess your current bookkeeping records and determine if any cleanup is needed. As part of this process, you’ll receive a detailed Accounting File Review Report, which provides an in-depth analysis of your financial records. This report highlights areas that need attention, such as discrepancies, missing transactions, or any areas that could be optimized. Based on this review, we’ll create a customized bookkeeping proposal that outlines the specific services you need. Whether you need ongoing bookkeeping support, QuickBooks Online integration, or help with reconciling accounts, we ensure your books are accurate, organized, and aligned with your business goals.
Expert Bookkeeping
Solutions
With professional bookkeeping from our expert team, you can say goodbye to financial stress and uncertainty. Our streamlined process ensures your bookkeeping is managed efficiently and accurately, giving you more time to focus on growing your business. We handle everything from monthly financial reports to tax-ready books, ensuring that your finances are always in order. With us managing your books, you can rest easy knowing your business is in expert hands, and you’ll have peace of mind, no more sleepless nights worrying about your financials.