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Working with
Aligned Bookkeeping
There are four phases of our relationship with our clients.
01
Discovery Call +
Business Overview
We start with a 45-minute discovery call to get to know your business and see if we're the right fit for you.
02
Systems Review
+ Recommendations
We'll explore the existing systems you use (or don't use), and find improvements or added integrations to make your finances flow smoothly.
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03
Onboarding +
Training Your Team
We get you onboarded with all the information we need to help manage your business books, and if you or your team need any training on systems or financials, we've got it covered.
04
Ongoing Business Support
No matter which service you book with us, our support is ongoing. Consider your bookkeeper an extension of your team!
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