Harms Bookkeeping

How it works

A Clear Process, From First Conversation to Current Books

Engagements begin with understanding how your business actually operates today — then building a bookkeeping process that fits it.

  1. 01

    Let's Talk

    Schedule an initial consultation to discuss the business, current bookkeeping process, accounting software, and areas where support is needed.

  2. 02

    Review

    Review the current bookkeeping setup, outstanding items, reconciliations, and transaction volume.

  3. 03

    Build the Process

    Establish a practical bookkeeping workflow appropriate for the business.

  4. 04

    Keep Things Current

    Maintain a consistent monthly bookkeeping routine and communicate about questions so the books stay current.

What we'll talk about first

  • Your accounting software and how it's currently set up
  • Transaction volume and the number of accounts involved
  • Where bookkeeping time is being spent today
  • Outstanding reconciliations or any existing backlog
  • How transactions and supporting records are organized
  • What you want to keep current each month

Next step

Let's Get Your Books Back on Track.

Let's discuss your current bookkeeping process and a practical way to keep your records current.

Schedule a ConsultationLearn About Bookkeeping