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What It’s Like Working With Us
At Pure Balance Bookkeeping, you’re not just hiring a bookkeeper; you’re inviting a team into your business journey. We are here to walk alongside you, to celebrate your wins, and to hold space during challenges. Your dreams and goals matter to us, and together we’ll create the clarity and balance you need so you can focus on what you truly love.
Our Process
Share Your Story
Begin by filling out our inquiry form so we can get to know you, your business, and the support you’re seeking.
Alignment Call
This is where we’ll first meet to get to know you and your business. We’ll talk through your current setup, answer your questions, and explore how our team can bring clarity and balance to your finances so you can focus on what matters most.
Personalized Path
If it feels aligned, you’ll receive a customized plan that reflects your business’s needs and where you want to grow.
Partnership Agreement
Once you’re ready to root into our work together, we’ll seal our partnership with a simple agreement and your first invoice, so we can begin with clarity and ease.
Welcome Journey
You’ll complete your intake form and share the documents we need to get started. The onboarding process can take up to a month as we carefully and intentionally set up your financial systems for success.
Monthly Insights
If we’re supporting you with ongoing bookkeeping, you’ll receive monthly financial insights in a clear, grounded report that helps you feel confident and connected to where your business stands.