Free Resources | Balance by Megan

🎉 Welcome!

Starting with a new bookkeeper can feel overwhelming, but it doesn't have to be. Here's exactly what the process looks like so there are no surprises.

Step 1: Discovery Call

We start with a free 30-minute call to get to know each other and understand your business. I'll ask about:

✓Your business type and industry

✓How long you've been in business

✓Your current bookkeeping setup (or lack thereof)

✓Your biggest financial pain points

✓What you're hoping to achieve

Step 2: Proposal & Agreement

Based on our call, I'll put together a custom proposal that includes:

✓Scope of work (what I'll handle for you)

✓Pricing based on your specific needs

✓Timeline for cleanup (if needed)

✓What to expect going forward

Step 3: Document & Access Collection

I'll send you a simple checklist of what I need to get started. Don't worry — I walk you through every step. Typical items include:

📄QuickBooks Online access (or we'll set it up together)

📄Bank statements (3-12 months depending on cleanup needs)

📄Credit card statements

📄Most recent tax return

📄Any outstanding invoices or bills

📄Payroll information (if applicable)

📄Login credentials for payment processors (Stripe, Square, etc.)

Step 4: Books Review & Cleanup

This is where the magic happens. I'll:

🔧Audit your current books to identify issues

🔧Create a cleanup plan with a clear timeline

🔧Reconcile all accounts

🔧Fix miscategorized transactions

🔧Set up proper chart of accounts

🔧Clean up any duplicate or missing entries

⏱️ Typical cleanup timeline: 2-6 weeks depending on how far behind things are.

Step 5: Results Review

Once cleanup is complete, we'll hop on a call where I'll walk you through:

📊Your clean Profit & Loss statement

📊Your Balance Sheet

📊Key insights about your financial health

📊Recommendations for improvement

📊Your ongoing bookkeeping plan

Step 6: Ongoing Support

From here, I handle your books on an ongoing basis. You'll get monthly reconciliations, categorized transactions, financial reports, and regular check-ins. You focus on your business — I'll handle the numbers.

Ready to get started?

The first step is a free, no-pressure discovery call. I'll learn about your business, take a look at your books, and tell you exactly how I can help. No judgment, no jargon — just clarity.

📅 Book Your Free Discovery Call