How It Works
Handing over your books should feel simple and low-risk. Here is exactly what happens, from your first conversation to regular bookkeeping.
From first contact to getting started
Every client starts with a conversation. The steps below are how we move from that first enquiry to your books being kept up to date.
- Step 1: You get in touch with a short enquiry or free chat.
- Step 2: We talk through your business and what you need from your bookkeeping.
- Step 3: If we are a good fit, we agree on how we will work together.
- Step 4: You send us the information listed below so we can get started.
- Step 5: We set up your records and begin your regular bookkeeping.
What we need from you
To get started, we usually ask you to provide the following. We will confirm the details with you during your first chat.
Receipts and invoices
Access to your bank account or bank statements
Any existing records or accounts from before we start
Not sure what you have?
That is fine. Tell us what you have during your free chat and we will work out the next steps together.
How often you hear from us
You will always know where things stand. We keep in touch on a regular rhythm and in the form that suits you, and we will confirm the exact arrangement when we agree how we will work together.
How questions and queries are handled
Questions come up, and we want them handled without fuss. Send us your query and we will respond to it through the channel we agreed at the start, so nothing gets lost.
Ready to take the first step?
Start with a free chat and we will talk through whether we are the right fit for your books.
Want to see the full range of bookkeeping work we do? Visit our [Bookkeeping Services](/services/) page. To learn more about the person behind the business, see [About Balanced Books Bookkeeping](/about/).