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Connect for Financial Insights
Have questions or want to explore how VetCents Accounting can help you meet your financial goals? We are here to assist! Reach out with a quick email, phone call or text message to initiate a conversation. Whether you are seeking a no-obligation consultation or have specific inquiries about our services, we are ready to provide the answers and guidance you are looking for. Take the first step toward financial clarity so you can focus on the work that matters most.
VetCents Accounting LLC
Portland, Oregon
Follow These Steps to Success
Free Consultation
This initial discussion is all about gathering information. We will ask questions to understand the nature of your business, the current status of your financials, the services that you need, any areas of concern and how we can help you meet your goals. We will also answer any questions you have about us. At the conclusion of this call, we will each have a better understanding of whether moving forward together is the right fit. If so, we will proceed to a review of your records and prepare a customized proposal. [Let us know if you would like us to sign a non-disclosure agreement before the consultation call.]
If you are already using QuickBooks Online, you can easily grant us temporary access to your records. If not, we will coordinate alternative options with you. During this review, we will assess the overall condition of your financial records, identify any areas requiring attention and evaluate the scope of services needed. No changes will be made to your records without your knowledge and approval. This service is provided free of charge and carries no future obligation.
Records Review
Proposal
We will prepare a customized proposal for you, which includes the services to be provided, the scope of work, pricing options and other terms. We can modify terms as necessary to meet your needs.
This is the document that solidifies our working relationship. It outlines our respective responsibilities, details the services we will and will not be providing, and covers contractual terms such as confidentiality, liability, termination and safeguarding of electronic data. Once this agreement is signed by both parties, we can begin the onboarding process and officially move forward together.
Engagement Letter
Onboarding
This is when we sit down together (either in person or virtually) to set up the access required to manage your financials, including business bank accounts, credit card accounts, loan accounts and other applications that you might use for payroll and payment processing. This is also an opportunity for us to dive a little deeper into what processes are working, what processes could be improved and how we can continue to communicate successfully. By the end of the onboarding process, we will have the access, information and communication framework needed to begin providing services efficiently and effectively.