Welcome to Bonneville Bookkeeping Service
We’re Excited to Work with You
Thank you for trusting us with your business finances. Our goal is to provide accurate bookkeeping, clear financial insight, and peace of mind so you can focus on growing your business with confidence.
This page will walk you through:
- What to expect
- How we work together
- Documents we’ll need
- Communication guidelines
- Important deadlines
- Next steps
About Us
Bonneville Bookkeeping Service is dedicated to helping small businesses stay financially organized, profitable, and prepared for growth. We provide reliable bookkeeping support with a personalized approach tailored to your business needs.
Our Services
- Monthly Bookkeeping
- Account Reconciliations
- Financial Reporting
- Accounts Payable/Receivable
- Payroll Support
- Cleanup/Catch-Up Bookkeeping
- Cash Flow Monitoring
- Year-End Preparation
What You Can Expect
Accurate Financial Records
We work to keep your books organized, current, and audit-ready.
Clear Financial Reporting
You’ll receive reports that help you understand your business performance and make informed decisions.
Consistent Communication
We value timely, professional communication and proactive support.
Peace of Mind
Our goal is to reduce stress and help you feel confident about your finances.
Our Process
Onboarding
We gather account access, business information, and prior financial records.
Review & Cleanup
We review your current bookkeeping setup and identify any issues needing correction.
Monthly Bookkeeping
Transactions are categorized, accounts reconciled, and reports prepared each month.
Financial Reporting
You receive financial statements and insights on a recurring basis.
Client Responsibilities
Monthly Documents We May Request
To keep everything running smoothly, we ask clients to:
- Submit requested documents on time.
- Keep business and personal expenses separate.
- Notify us of major business changes.
- Respond to bookkeeping questions promptly.
- Maintain sufficient funds for payroll/tax obligations
- Bank statements
- Credit card statements
- Loan statements
- Payroll reports
- Sales reports
- Receipts/documentation for large purchases
- Notices from the IRS or state agencies
Important Notes
Tax Filing
We do not file income taxes. We coordinate with your CPA or tax preparer as needed.
Financial Review
Please review all reports carefully upon receipt. We will schedule a time to review them together, discuss your financial results, answer any questions, and help you better understand what the numbers are telling you about your business.
Security
Protecting your financial information is extremely important to us. We use secure systems for document sharing and communication whenever possible.
Important Deadlines
Onboarding Process & Expectations
Step 1: Initial Consultation
To ensure a smooth and efficient onboarding experience, there are several important steps and deadlines throughout the process.
We begin with a consultation to discuss your business, current bookkeeping processes, pain points, and financial goals. This helps us determine whether our services are the right fit for your needs.
Step 2: Preliminary Records Review
Before a service proposal is finalized, we may request limited access to your financial records, including your accounting software, such as QuickBooks, along with select financial documents.
This preliminary review allows us to assess the current condition of your books, identify any cleanup or catch-up work, and better understand the scope and complexity of your bookkeeping needs.
During this review, we may evaluate:
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Reconciliation status
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Chart of accounts organization
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Historical accuracy
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Missing or uncategorized transactions
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Outstanding cleanup or catch-up work
This step helps ensure pricing and service recommendations accurately reflect the work required.
Step 3: Proposal & Service Selection
Following our review, we will provide a customized proposal based on your business needs and the current condition of your books.
If cleanup or catch-up work is required before recurring bookkeeping can begin, this will be clearly outlined as a separate service with its own scope, pricing, and timeline.
Once the proposal is accepted, onboarding officially begins.
Step 4: Engagement Documents
You will receive your engagement documents for review and signature, including your service agreement and ACH authorization form. These documents must be completed before services can begin.
Next Steps
Taking the first step toward organized, reliable financial records doesn’t have to feel overwhelming.
Our goal is to make this process as clear and seamless as possible while setting your business up for long-term success.
When you’re ready, schedule your consultation and we’ll walk through the process together—one step at a time.