Bookkeeping Services

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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: 

• 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.

• 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!

• 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. (Xero is the preferred software for veterinary practices!)
• 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 you will schedule your 30 min - 1 hr video conference where you will be presented with three Financial Statements and analysis. 

I can't wait to meet you and find out more about you and your veterinary clinic. Schedule your consultation now!