Our Process
STEPS
The team at Uncanny Bookkeeping LLC begins to fully manage your bookkeeping tasks.
The next step is a free 20 minute initial consultation for us to learn your needs and determine how we can best support you.
We use the information collected to setup your new bookkeeping system, or continue with your already established system. If necessary, we will 'clean up' your financial data by initiating any corrections in order to begin with an accurate starting point.
The process begins by collecting relevant details needed to prepare for the setup phase. Gathering specifics about how you run your business is a key component of overall success.
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Regular open communication is our goal. The details here depend on your selected package or service:
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Scheduled reviews of the monthly financial reports
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Availability for question & answer sessions
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Scheduled Training classes
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Quarterly and Annual procedures
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Privacy Policy
Your privacy is very important to us. As a result, maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your information confidential and understand your desire to avoid unwanted solicitations.
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We do not disclose private information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations: We restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, and nondisclosure agreements. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your private information from unauthorized access.
Thank you for allowing us to serve your bookkeeping needs. We value your business and are committed to protecting your privacy. We hope you view Uncanny Bookkeeping, LLC as an important advisor and we will work to continue upholding your trust. Please contact us if you have any questions or if we can be of further service.