Standard Package Quarterly Check-In
Keep your books balanced and your goals on track
Service Description
At Booked & Balanced by Sheena, we’re dedicated to keeping your finances organized and aligned with your goals. This quarterly check-in enables us to review your income and expenses, ensure the accuracy of your books, and provide clear financial insights for the months ahead. We’ll identify any trends, updates, or adjustments needed to keep your business on track and financially balanced. Rely on us to simplify your accounts and empower your business with clarity and confidence each quarter.
Cancellation Policy
At Booked & Balanced by Sheena, we value your time and strive to provide personalized, professional service. All appointments must be scheduled in advance. Cancellations require at least 24 hours’ notice, and rescheduling requires at least 12 hours’ notice to avoid a $25 late cancellation fee. Missed appointments (no-shows”) may result in forfeiture of the complimentary consultation or a package consultation. Payment for ongoing services is due upon invoice receipt unless otherwise stated. All client information is kept strictly confidential. Questions or adjustments? Contact SheenaWilder@BookedandBalanced.net or visit www.BookedandBalanced.net.
Contact Details
SheenaWilder@BookedandBalanced.net