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Here is the process for on-boarding clients after contacting me...

Working from Home

1. Schedule an Appointment

You have one appointment with me where I interview you about your business, goals, and needs. I will also discuss what Betty's Professional Services has to offer. Call today! 

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4. Submit Your Documents

You may submit your source documents in person, by mail, or by email.

Signature

2. Sign Contract

Sign the Engagement Agreement contract prior to services..

Modern Workspace

5. Bookkeeper Review

I will review your information and contact you for any questions while I work on your books.

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3. Pay Set Up Fee & Deposit

Pay a one-time set up fee and a deposit prior to services (all discussed during your appointment).

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6. Receive Your Financials

When my work is finished, you will receive fresh financials prepared for you!

Welcome On Board!

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