Step 1: Discovery Call

Let’s chat! We’ll discuss your business and learn if we’re a mutual fit.

This is an optional step. If you’ve been referred and know you want to work with us, you can skip straight to the Diagnostic Review.

No charge

Step 2: Diagnostic Review

Every client at Ember Bookkeeping Services starts with a Diagnostic Review. This gives us both clarity on the full picture of your current system, illuminates any elements that need to be addressed, and creates a path forward.

You give us temporary access to your accounting software. We review all elements and provide you with a detailed report of the current status of your books—what looks great already, and what needs to be adjusted. We do not change or add any data to your books at this point in the process.

Starts at $500, to be defined in advance of the work

Step 3: Proposal for Bookkeeping Services

After we have completed your diagnostic review and determined that we are a mutual fit, we will provide you with a proposal for bookkeeping services, including the following:

• Monthly bookkeeping services: Our rates start at $350/mo and are customized to fit your business’s needs.

• Any catch-up or clean-up work needed for prior months or years since your last tax filing

• Engagement letter clearly defining our scope of work and expectations on both sides

Step 4: Onboarding & Bookkeeping Services Begin!

If you would like to move forward with our services, we will invite you to our system, bill your set-up fee, first month’s fee, and/or any clean-up and catch-up work, and begin the onboarding process.

We’ll let you know all the documents and actions needed in a clear and easy-to-follow format.