| Blue Bean Bookkeeping Services | Bollington, Macclesfield | info@bluebeanbookkeeping.co.uk 

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HOW IT WORKS

01

Let’s talk.  You tell us all about your business and what you love about it.  In turn we’ll discuss how we can look after your bookkeeping and what we can do to make things easier for you.  If you’re just starting out or have been using a shoebox as your filing cabinet, not to worry.  We’ll work it out.

THE CONSULTATION

02

Based on our conversation we will give you details of the Plan.  This will detail what services we’ll be providing for you and at what cost.  Our fixed monthly costs mean you know exactly what you are getting rather than you worrying about our charge out rate.  We can adjust the services and plan as needed until we are both happy with the outcome.

THE PLAN

03

A final contract is prepared and signed by both you and us making it official.  Keep in mind, this is a 30 day contract and can be canceled at any time by either party with 30 days written notice.  Along with the contract you will receive a start date and a list of the planned change over period and set-up

THE CONTRACT

04

We will need to receive information from you including your existing accounts etc.  We highly recommend using Quickbooks so will either; take that over from you if you are already using it, set you up with Quickbooks if new to it or link in with your existing software it that's how you would prefer to work. Once change over and set up is complete, on whatever platform you choose, we are ready to begin.

THE CHANGE OVER & SET UP

05

You can leave the books to us and concentrate on your work.  Throughout the month on a pre-agreed schedule we will be retrieving your invoices, bills, receipts & necessary documents.  We will be matching and classifying your transactions into the appropriate accounts accurately and efficiently.  We will fulfil everything agreed in your service plan.  All you have to do is get on with doing what you love

WE ARE A TEAM