Free Consultation and Report
Get feedback on the current state of your books and financial management best practices.
Get started
Schedule a time to discuss your business bookkeeping needs. Whether you are in immediate need of a bookkeeper or simply need an outside opinion to determine the health of your finances, our team can help.
Contact Dale Hower (dale@firm-numbers.com) to schedule a virtual consultation.
Prepare For Your Meeting
Get the most out of your bookkeeping conversation by keeping your tax and financial information handy. Here is a quick guide to information that may be needed to prepare your bookkeeping proposal and assessment.
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Login or guest access to your accounting software. If you do not currently use an accounting system, 3-6 months of bank statements will suffice.
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Names of all bank, credit card, and other financial accounts used to transact business (Paypal, Wise, etc.). This includes personal accounts that may be used for business purposes.
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Other financial information outside of your accounting and banking data. This includes, but is not limited to, the name of payroll providers, time and billing systems, employee insurance providers, etc.
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In order to provide our clients timely and consistent bookkeeping, Firm Numbers does not provide tax planning or preparation services. However, we are happy to collaborate with your tax and legal advisors to optimize your day-to-day financial management and support your business goals.