BOOKKEEPING BY PHILLIPS

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BOOKKEEPING BY PHILLIPS *

NOW ACCEPTING CLIENTS 

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NOW ACCEPTING CLIENTS  *

How It All Comes Together

Step 1: Reach Out
Start by giving us a call or sending a contact request. Once we connect, we’ll schedule a time to chat about your business goals and bookkeeping needs. From there, we’ll guide you through every step to make managing your finances feel less like a burden—and more like a breakthrough.

Step 2: Review & Proposal
We’ll take a close look at your accounts to understand your current setup and bookkeeping needs. From there, we’ll lay out a clear timeline for next steps and offer a transparent quote—whether it’s a one-time clean-up or ongoing monthly support—so you know exactly what to expect.

Step 3: Stay Confident Year-Round
If we decide to move forward, you’ll have a trusted bookkeeping partner by your side. With your books organized and systems running smoothly, you’ll head into tax season fully prepared—no more last-minute scrambles or guesswork. We’ll keep you informed every step of the way so you always know where your money’s going and feel confident about what’s ahead.