Taking the first step toward organized finances can feel intimidating, but it doesn’t have to be. At Booked and Balanced by Sheena, our goal is to make your first consultation a simple, comfortable, and valuable experience. 

Here’s what you can expect when you schedule your initial meeting with us.

1: Getting to Know You and Your Business

We start by learning about you — your business journey, your goals, and what financial challenges you’re currently facing. Whether you’re a new startup or a growing company, understanding your story helps us create a bookkeeping plan that fits your unique needs.

2: Reviewing Your Current Financial Setup

We examine how your financial records are currently organized. Don’t worry, this is a judgment-free zone! Our goal is to identify what’s working and where we can make improvements.

3: Outlining Your Customized Bookkeeping Plan

After reviewing your records, we’ll discuss personalized solutions, which may involve setting up a new system, catching up on past months, or maintaining your books on a recurring schedule.

4: Next Steps and Getting Started

If you decide to move forward, we’ll schedule your onboarding and send your welcome packet, contract, and secure upload link for documents. From there, we handle the details so you can focus on running your business.

Your first consultation isn’t about pressure, it’s about partnership. We believe every business deserves clarity and confidence in its finances. By the end of our meeting, you’ll walk away with a better understanding of your books and how we can help you stay booked and balanced.