Built around your needs
One business.
A clear scope of work.
Before we begin, we’ll discuss your accounts, transaction volume, payroll needs, software, and the condition of your records. You’ll know which tasks BTS will handle and which remain with you.
Cleanup projects and recurring monthly services are quoted separately when appropriate. Ask about sales tax filing support if your business needs it.
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A useful first conversation
Be ready to share the number of business accounts, your current bookkeeping system, whether your records are up to date, and how many people you pay.
You don’t have to send private financial records just to ask a question. Start by describing the help you need.
Discuss your business