At Clark Financials Bookkeeping Services, we believe in starting with a thorough understanding of your business and financial needs. During our initial consultation, we'll discuss:

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• Your Business: Understanding the nature of your business, your goals, and your challenges.
• Current Financial Systems: Reviewing your existing bookkeeping practices and financial systems.
• Pain Points: Identifying areas where you need the most help and discussing potential solutions.

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By gathering this information, we can tailor our services to fit your unique needs and ensure that we are providing the most value to your business.

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After our consultation, we create a personalized bookkeeping plan designed specifically for your business. This plan includes:

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• Service Scope: Outlining the specific services we will provide, such as monthly bookkeeping, financial reporting, tax preparation, and payroll services.
• Schedule: Establishing a timeline for regular financial updates and reviews.
• QuickBooks Online Setup: QuickBooks is a requirement, and if you don't have an account, we will set one up at the lowest rate possible for you with us as your accountant.

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Our goal is to provide a comprehensive plan that addresses all your bookkeeping needs and sets the stage for seamless financial management.

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With the customized plan in place, we move on to the implementation phase, which includes:

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• System Setup: Setting up or optimizing your bookkeeping system in QuickBooks Online to ensure accuracy and efficiency.
• Data Clean Up: Sorting your existing financial data into the new system, ensuring your books are sorted and up to date.
• Initial Review: Conducting an initial review of your financial data to identify any discrepancies or areas that need immediate attention.

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Our implementation process is designed to be smooth and efficient, minimizing disruption to your business operations while setting up a solid foundation for ongoing bookkeeping.

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Once the system is up and running, we provide continuous support to ensure your finances are always in order. Our ongoing support includes:

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• Regular Check-ins: Scheduling regular check-ins to review your financials and address any questions or concerns you may have.
• Proactive Advice: Providing proactive financial advice to help you make informed business decisions and stay on track with your financial goals.

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• Available: Have a quick question? We are directly available through email, phone or text. Avoid the headache and simply reach out!

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With our ongoing support, you can focus on running your business while we handle your bookkeeping needs, ensuring you always have accurate and up-to-date financial information.

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