What helps us prepare
- What your business does and which city it is in
- Your software: QuickBooks Online, Xero, something else or nothing yet
- How many months the books are behind, if any
- Any deadline, such as a CPA request, a loan or a tax notice
What happens next
- You send the form Your request goes to the team at our bookkeeping partner.
- A bookkeeper reaches out They set up a short call at a time that works for you.
- You talk it through You describe the books. They tell you what the work would involve.
- You decide If it fits, the team explains the work and next steps. If not, no follow-up pressure.
Why owners in the Inland Empire reach out
- A warehouse or trucking company grew fast and the books never caught up with the extra trucks, leases and payroll.
- A contractor runs several jobs at once and cannot tell which ones made money.
- The CPA sent a year-end list and half of it does not exist yet.
- A spouse or relative kept the books for years and now wants to stop.
- A bank asked for a profit and loss and a balance sheet before it will talk about a loan.
None of these needs any prep on your side. Write as things stand today.
If someone already does your books
That is fine. Say so in the form. On the call, the bookkeeper can look at how the file is set up and tell you what they see, with no push to change anything.
Before the call
You do not need to send documents first. If you have a recent bank statement and access to your accounting software, the call goes faster.
Leave private details out
The form is not the place for bank statements, tax returns, Social Security numbers or logins. If you decide to go ahead, the team sets up a secure way to share files and asks you to add the bookkeeper as a user in your software.
Who reads your request
This is an independent site. Your form goes to our bookkeeping partner, and one of the partner's bookkeepers replies. If you hire them, the agreement is directly between you and the partner. The privacy policy covers what is shared and why.
Questions
Is the call free?
Yes. The first call is a conversation, not a sale.
Who will contact me?
A bookkeeper from our bookkeeping partner. You will hear the partner's name before you agree to any work.
Can I just email?
Use the form. It sends your details to the team in one place.
Do you only work with certain IE cities?
No. Businesses anywhere in Riverside or San Bernardino County can use the form, from Temecula to Victorville. Your city mainly decides which local license applies.