About this guide
Bring a clear picture of the business, the tools used, and the questions that matter most.
How TrueBooks can help
TrueBooks begins with a free consultation to understand the business, review service fit, and identify whether the books need cleanup before ongoing work.
How to Prepare for a Bookkeeping Consultation
Start with the current situation
Be ready to explain what your business does, who currently maintains the books, the accounting software you use, and when the accounts were last reconciled. You do not need to diagnose every issue before the first conversation.
Know which records are available
It helps to know whether you have recent bank and credit-card statements, accounting access, prior reports, and outstanding questions about transactions. TrueBooks will confirm which records or access it actually needs during onboarding; do not send sensitive documents through an unapproved channel.
Ask about scope and timing
Useful questions include:
- Which accounts and periods will the monthly service cover?
- Do earlier periods need a separate cleanup?
- Which reports are delivered and when?
- What information will TrueBooks need from me?
- Which services have a separate price?
Leave with a clear next step
The consultation should establish whether the service fits, what needs review, and how any additional work will be scoped. TrueBooks confirms the engagement details before work begins.