How to Hire Northstar Bookkeeping By Cassidy

Initial Inquiry

-Reach out via email, phone, or the Northstar Bookkeeping website.

-Provide a brief overview of your business, industry, and bookkeeping needs (monthly reconciliations, payroll, invoicing, catch-up cleanup, etc.).

Discovery Call / Consultation

-Schedule a free consultation with Cassidy.

-During the call, you’ll discuss:
-Your business structure and goals
-Current bookkeeping system (QuickBooks, Excel, etc.)
-Pain points (falling behind, tax prep, cash flow tracking, etc.)
-Services Northstar offers that may fit your business

Customized Proposal

-Cassidy will prepare a tailored service proposal based on your needs.

-The proposal includes: Scope of work, Pricing (flat-rate or hourly depending on services), Timeline for onboarding

Agreement & Engagement Letter

-Once you approve the proposal, you’ll receive an engagement letter outlining expectations, confidentiality, and payment terms.
-Both parties sign electronically.

Onboarding & Setup

-Secure sharing of financial documents (bank statements, past reports, receipts, etc.) via encrypted portal.
-Northstar Bookkeeping sets up or optimizes your bookkeeping system.
-Chart of accounts and workflows customized to your business.

Ongoing Services

-Monthly bookkeeping: categorizing expenses, reconciling accounts, preparing financial statements.

-Quarterly check-ins with Cassidy to review financial health.

-Year-end package prepared for your CPA or tax professional.

Support & Communication

-Ongoing access to Cassidy via email or scheduled calls.
-Proactive alerts for cash flow concerns or unusual activity.
-Clear monthly reports to help guide business decisions.