Here at SPB, our onboarding process for Accounting & Bookkeeping Clients begins with check-in’s at 30, 60, & 90 days. While we will never know your business as well as you do, we strive to be a close second. Following the initial 90 day onboarding, Quarterly Reviews are conducted, and our Bookkeeping Team is always available for unlimited support. In addition to these review sessions, you will recieve monthly Profit and Loss/Balance Sheet reports.
Closing your books every month remains a vital part of running a successful business. Doing so will provide visibility into your business’s financial information, explaining in detail what areas need to be improved upon, and is a great practice to stay accountable. This ultimately benefits your decisions about future business ventures, prevents expensive mistakes, and simplifies the tax filing process.