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Onboarding Details
I am only able to take a limited number of veterinary practices, but I am currently accepting clients! Take a look at what the on boarding process will look like, given we are a good match for each other:
Step 1: Free Consultation
- Complete the short "Discovery Form" survey upon scheduling a Free Consultation
- I ask simple questions to get to know your business before the consultation
- We will do a phone or video consultation, whichever you prefer!
- All decision makers/owners must be present for the consultation
- Read-only access to current records and Financial/Bank Statements may be requested
- If all goes well on your end and mine, a Proposal will be presented after my initial analysis.
Step 2: Engagement Letter
- Once the Proposal is approved/signed, an Engagement Letter will be presented
- This is a written agreement between Veterinary Bookkeeper, LLC and your company. It will define the scope of work to be performed
- Must be signed by all owners/partners and retainer fee or first month's payment received before starting work
- NO CONTRACTS - month-to-month, with 30 days notice (on both ends!)
- Monthly payments automatically deducted
- Fees are TAX-DEDUCTIBLE!
STEP 3: Setup & Maintenance
- Already use QBO or Xero? Great! All I would need is an invite for access
- New to QBO or Xero? No problem, we can handle the setup/migration for a one-time fee and determine the best software billing option for your company.
- Once set up, transactions will be pulled from your bank daily and then matched and reconciled on a weekly or monthly basis
- You will be given a list of instructions of what I need on a monthly basis for things to run smoothly on my end
- At Quarter or Month-end, I will send a pre-recorded video analysis of your financial reports
Allow yourself the freedom of being hands-off with your bookkeeping - you won't regret it!
I can't wait to meet you and find out more about you and your veterinary clinic. Schedule your consultation now!