How it works

From the first call
to your monthly books.

A clear path from the first conversation to dependable monthly bookkeeping. You’ll know what happens next, and what’s needed from you.

Start the conversation
A conversationTalk it through.

Your business. Your books. What you need.

A clear planAgree on the work.

Know the scope, responsibilities, and price.

A monthly rhythmBuild the routine.

Organized books and support when needed.

01
Start with a conversation

Tell me what you want off your plate.

Share a little about your business, how the books are handled now, and what you need help with. We’ll confirm whether Askew Bookkeeping is the right fit.

Your starting point: a consultation request.
02
Know the plan

Review the work and the price.

We review the bookkeeping involved and explain the recommended service, timing, responsibilities, and price. Before work begins, we confirm the signed agreement, required advance payment, records, and authorized access.

Your next step: understand the scope before you decide.
03
Create a dependable starting point

Get things in order, if they need it.

If your books are behind, catch-up brings overdue periods current. If the records need correction, cleanup addresses the agreed problems before the monthly routine begins.

Only the starting work your books actually need.
04
Settle into the monthly routine

Keep your attention on the business.

Accounts are reconciled, transactions are categorized, and monthly financial statements are prepared. When a question needs your input, we contact you.

Consistent bookkeeping. Purposeful communication.
Who does what

I handle the books.
You help fill in the details.

Your part

Access, information, and answers.

Provide the requested records and authorized access, and respond when a question comes up. Timely information helps keep the bookkeeping on schedule.

My part

Reconciliation, records, and reports.

I complete the bookkeeping process and reach out when your input is needed, without filling your calendar with unnecessary meetings.

Talk with Bailey

The first step is just a conversation.

Tell me about your business and where the books stand. We’ll take it from there.

Request a consultation