Expectations
At Book See Financial, we aim to make your financial journey seamless, transparent, and forward-thinking. Here's what you can expect when working with us—from our onboarding process to our commitment to delivering clarity, trust, and actionable insights tailored to your goals.
What to Expect
Most clients range $350/mo - $2000/mo depending on complexity.
1) Introductory Call
A 45–60-minute Zoom session to learn about your current bookkeeping landscape, components, and organizational goals.
2) Diagnostic
Your $300 non-refundable diagnostic fee is applied towards your first invoice with us. Diagnostics, First Calls, and Proposal Development typically require 4-7 hours from us to properly scope & refine a plan for our work together. We can only move at the speed of trust. This fee helps make sure we’re “aligned in vibe” as we begin to explore working together.
Unilateral NDA for quoting to give you peace of mind that your information is safe-guarded while we “look under the hood” at the current bookkeeping landscape.
If you decide to go another route, you’ll still come away with a multi-page report on the current state of your books with call-outs on the most pressing issues uncovered.
3) Proposal/ Diagnostic delivery
Quoting turnaround is typically 4–14 days.
We deliver the diagnostic report (our deep dive feedback on every visible component of your current bookkeeping handling,) concurrently with our proposal.
Our proposals arrive through an encrypted proposal/billing portal and are typically comprised of:
Cleanup or setup project (if applicable,)
CORE Engagement for all bookkeeping work (flat-monthly fee,)
CFO Flex Hours to handle things like Sales Tax, Cashflow forecasts, ect.
4) Engagement Begins
Bi-lateral NDA and clear Engagement Letter governs our work together.
Cleanup projects: 50% deposit upfront, 50% upon completion.
Monthly services billed on the 1st of each month.
Encrypted billing portal.
5) Kickoff and Onboarding
Guided Zoom screenshare sessions to:
Review agreements
Give your a tour of our shared tools.
Establish communication channels and complete setup.
We dive straight into the work once onboarding is complete.
6) Ongoing CORE and CFO Flex Hour Collaboration
Regular facilitated meetings to address current priorities, review financials, and dive deep into KPIs that matter to your business.
What We Don’t Do
No Chasing
We’re proactive, responsive, and prioritize your organizational goals. You won’t have to chase us for answers or updates.
No Confusing Reports
We don’t just send reports and leave you guessing. We meet regularly to review the details, big-picture strategies, and KPIs, ensuring the metrics we track are meaningful and actionable.
No Traps in Contracts
All contracts are month-to-month with +30-day written notice for changes. We focus on transparency and fit, ensuring freedom for both parties to adapt as needed.
No Surprises
Contracts clearly outline what is included and call out additional hourly services with pre-set caps and live-updated cost dashboards for transparency.
No Blind Trust
We start with NDAs and implement internal controls, including approval processes, audit trails, password management, encryption tools, VPNs, and robust cybersecurity protocols.
No Missed Context
We contextualize ROI and business impact within your long-term goals, prioritizing what matters most and identifying when to call in additional support.
No Solo Tax Strategy
We facilitate tax strategy meetings and work hand-in-hand with your current tax professionals to ensure seamless transitions and aligned support.
No Focus on History Alone
Beyond historical compliance, we prepare for the future, from business credit building to legacy planning. Whether you're transitioning to retirement, considering a worker-owned co-op, or planning to sell your business, we guide immediate and long-term strategies to meet your goals.
