What Happens Next

We begin with a free consultation to discuss your business, bookkeeping concerns, current systems, and overall goals. 

This initial conversation helps determine whether we’re a good fit and what level of support may be needed.

If we move forward, you’ll invite us to your QuickBooks Online file using the “Invite Accountant” feature.

This provides secure accountant-level access so we can properly review your setup and financial activity.

Use the information below to invite us as your accountant in QuickBooks Online. 

Firm ID:  123145838378747
Email:  drake@mdbookkeep.com

Need help? 

Visit our QuickBooks Accountant Invitation Guide →  How to Invite Accountants 

We perform a detailed review of your books, including:

• account structure

• reconciliations

• categorization

• payroll setup

• sales tax setup (if applicable)

• inventory setup (if applicable) 

• reporting accuracy

• cleanup needs

This helps identify risks, inconsistencies, and areas needing correction or improvement.

After the review, we provide a clear outline of:

• recommended corrections

• cleanup needs

• monthly support recommendations

• pricing and next steps

• timeline expectations

Cleanup work is quoted separately from ongoing monthly bookkeeping.

Once setup and cleanup needs are addressed, we transition into ongoing monthly support focused on:

• accurate bookkeeping

• reconciliations

• financial reporting

• ongoing communication

• long-term financial organization and reporting 

Our goal is to keep your books reliable, organized, and CPA-ready year-round.