How It Works
We offer a variety of Services to fit your needs, here are the steps we take to get you to your bookkeeping goals.
01
Financial Check Up
Whether you are just beginning, have a few questions, or have many years of experience, this call is to check-in where you are and where you would like to be
02
Choose A Service
After our call, choose a service that best suits your needs
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- Monthly Bookkeeping
- 1 on 1 Consulting
- Self-paced Bookkeeping Course
- Financial Advisory Reporting
03
On Boarding
This is when we would gather all the details. An on-boarding portfolio will be emailed as well as a questionnaire, a call will be scheduled for goal setting & next best steps
04
Bookkeeping Goals
We set up goals for reporting, systems and best ways of communication for your future bookkeeping success!
Address
PO Box 4
Hanalei, HI 96714
Phone
808-631-8641