What Does Phase One Cover?

1. Set-Up (Done For You)

• We’ll establish a solid foundation for your bookkeeping, including setting up your Chart of Accounts.

• Work with us until your books are clean and up-to-date, giving you a fresh starting point.

2. Bookkeeping Training

Hands-on, practical training designed for success:

• Step 1: Watch us demonstrate the process.

• Step 2: Practice the process yourself with guidance.

• Step 3: Gain the confidence to manage your books independently.

3. Quality Checks and Ongoing Support

• 6 Months of Support: Get answers to your bookkeeping questions as they arise.

• Monthly Quality Reviews: Receive a detailed Quality Score to ensure your books stay accurate and organized.

4. Tax Training

• One-on-One Zoom Session: Gain a comprehensive understanding of essential business taxes, including:

  • Sales Tax

  • Self-Employment Tax

  • Payroll Tax

  • Income Tax

5. Tax Planning

• Year-Round Support: Full tax planning for your first year, with opportunities for follow-up questions and guidance.

• Implement the training and avoid surprises during tax season.

How Long Do We Work Together In Phase One?

Our collaboration is flexible, and designed to meet your unique needs:

• Tailored to You: Choose from 3, 6, or 12 months of guidance, depending on your goals and the level of support you desire.

• Steady Progress: We work side-by-side with you, ensuring every step of your learning journey is practical, actionable, and at your pace.

• Ongoing Access: Throughout our partnership, you’ll have the tools, insights, and support so you confidently manage your finances.

No matter the duration, Phase One gives you the skills and foundation to master your books and take control of your financial future.