A Clear Path to Better Books

Getting dependable bookkeeping support should be straightforward. From the first conversation through ongoing monthly service, you will know what to expect, what information is needed, and how your books are being maintained.

Schedule a Complimentary Consultation

Our Workflow

How the Process Works

Complimentary Consultation

We begin with a 30-minute conversation about your business, current bookkeeping process, financial accounts, QuickBooks Online file, and the challenges you would like to address.

Estimated time — ESTIMATED TIME — 30 MINS

Review and Custom Proposal

Matt reviews the information provided to determine the appropriate scope of service. You receive a clear proposal explaining the recommended package, included services, monthly price, and any one-time cleanup or setup work.

Estimated time — 3-5 days

Setup or Cleanup

Once the proposal is accepted, we collect the required access and documents. Your QuickBooks Online file is organized, connected accounts are reviewed, and any agreed-upon setup or cleanup work is completed before ongoing service begins.

Estimated time — 1 week

Ongoing Monthly Bookkeeping

Transactions are categorized, financial accounts are reconciled, and monthly reports are prepared according to your service agreement. Matt follows up when additional information or clarification is needed.

Estimated time — Ongoing

REQUIREMENTS

What We May Need From You

Timely access to complete information helps keep your books accurate and current.

QuickBooks Online Access

Appropriate accountant access to your existing QuickBooks Online company or authorization to establish a new account.

Financial Account Information

Access to applicable bank, credit card, payment-processing, loan, and other business financial accounts.

Business Documents

Statements, receipts, invoices, loan documents, payroll reports, or other records needed to properly categorize and reconcile activity.

Answers to Bookkeeping Questions

Occasional clarification about unfamiliar transactions, business purchases, owner activity, or missing information.

ONGOING EXCELLENCE

What Ongoing Service Looks Like

Clients work directly with Matt throughout the relationship. Questions and missing information are communicated clearly, financial accounts are maintained according to the agreed schedule, and reports are delivered based on the selected package.

Consistent Monthly Process
Your books are maintained through a repeatable process rather than being addressed only at year-end.
Clear Communication
You receive direct follow-up when documents, answers, or decisions are needed.
Organized Financial Records
Reconciled accounts and clear reports help you understand your business and prepare for an efficient handoff to your tax professional.

A Partnership Built on Timely Information

Accurate bookkeeping is a collaborative process. 4 Freedom Bookkeeping maintains the records included in your service agreement, while the client provides timely access, documents, and answers when requested.

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