What to expect
A clear process, from the first conversation
We start by understanding your business and the condition of your books. Then we recommend the right next step and build a dependable routine around your needs.
01 · Talk through your business
Tell us where your books stand, which systems you use and what you’d like your numbers to tell you.
02 · Agree on the right scope
We discuss the accounts, reporting and any catch-up work involved, so you understand the approach before work begins.
03 · Get the books organized
We gather the records needed, review your setup and bring the books current when cleanup is part of the scope.
04 · Settle into a monthly routine
You receive one organized list of questions and clear reports on a steady schedule.
Our monthly close
The same careful steps, every month
Clean books come from a routine, not a scramble in March. Here is what happens behind the scenes each month.
Categorize
Every transaction from your bank, card and payment accounts is coded to the right income or expense account, and to the right job when you track projects.
Reconcile
We match your books to bank and credit card statements so the balances agree to the penny.
Review the ledger
We read through the general ledger for anything that looks off: duplicates, odd balances and misfiled costs.
Ask you
Questions go to you in one short, plain-language list. You answer when it suits you.
Correct
Your answers turn into fixes, so the books reflect what actually happened.
Draft reports
We prepare your profit and loss, balance sheet and any job or revenue reports you use.
Final review
A last check before the month is closed and your reports are delivered.
What we’ll need from you
Access to your bookkeeping software, relevant bank and credit card statements, and answers to the occasional question about a transaction. We’ll explain how to share records securely when we begin.
Read frequently asked questions →Let’s talk about your business.
A relaxed first conversation about where your books stand and what you’d like to know from them. No pressure and no jargon.
WHAT TO EXPECT
Clear steps, from first call to monthly reports.
Working with us is simple. Here's how we get started, what we'll ask you for, and what happens every month after that.
Billy & Ashley Fowler · Serving Southwest Virginia & Northeast Tennessee · (254) 447 4735
GETTING STARTED
Four steps to clean, current books.
Whether you're starting fresh or months behind, getting started follows the same path.
✓ A first conversation
We talk about your business, where your books stand today, and what you would like to know from them.
✓ Gather what we need
Bank, credit card and loan statements for the period that needs work, plus access to your bookkeeping software if you have it.
✓ Catch up and clean up
We categorize transactions, reconcile every account, fix duplicates and misfiled entries, and send you one organized list of questions.
✓ Monthly bookkeeping
Once your books are current, we close each month on a routine and deliver reports you can read in a few minutes.
You stay in the loop, without the busywork.
Questions come to you in one short list, answered when it suits you. Reports arrive on a predictable schedule, and you can always call or email the people doing the work.
OUR MONTHLY CLOSE
The same careful steps, every month.
Clean books come from a routine, not a scramble in March. Here is what happens behind the scenes each month.
1 Categorize
Every transaction from your bank, card and payment accounts is coded to the right income or expense account, and to the right job when you track projects.
2 Reconcile
We match your books to bank and credit card statements so the balances agree to the penny.
3 Review the ledger
We read through the general ledger for anything that looks off: duplicates, odd balances, misfiled costs.
4 Ask you
Questions go to you in one short, plain-language list. You answer when it suits you.
5 Correct
Your answers turn into fixes, so the books reflect what actually happened.
6 Draft reports
We prepare your profit and loss, balance sheet and any job or revenue reports you use.
7 Final review
A last check before the month is closed and your reports are delivered.
“Our goal isn’t simply to balance your books. It’s to give you financial information that helps you make better decisions about where to spend your time and money.”
— BILLY & ASHLEY FOWLER
Let’s talk about your business.
A relaxed first conversation about where your books stand and what you’d like to know from them.