Welcome to MG BookkeepingWhere Clarity Meets Confidence.
I'm excited to partner with you and make your bookkeeping simple, accurate, and stress-free. Here's exactly how the process works from day one.
Book Your Free ConsultationSix Simple Steps to Clear Books
Book Your Free Consultation
Start by scheduling a free consultation. We'll discuss your business goals, current bookkeeping setup, and the services that best fit your needs.
Book Your Free ConsultationService Agreement & First Invoice
Once you're ready to move forward, you'll receive a digital service agreement and your first monthly or cleanup invoice. Both can be completed online for your convenience.
Secure Access Setup
To begin your bookkeeping, I'll need access to your accounting software, bank and credit card view-only access, and any existing financial documents. You'll receive clear, step-by-step instructions for each item.
Initial Review & Cleanup
I'll review your current books, identify any issues, and complete any necessary cleanup. If your books are already in good shape, we move straight into monthly bookkeeping.
Monthly Bookkeeping Begins
Each month I will reconcile your accounts, manage accounts receivable and payable, organize receipts, prepare your monthly financial statements, and complete your monthly check-in.
- Reconcile your accounts
- Manage accounts receivable and payable
- Organize receipts
- Prepare your monthly financial statements
- Complete your monthly check-in
Monthly Check-In
We'll connect each month to review your financials, answer questions, and make sure you feel confident in your numbers.
Keeping It Simple on Your End
To keep your books accurate and up to date, I'll ask you to upload receipts regularly, respond to occasional questions, and keep me informed of any major business changes. I keep the process simple so you can stay focused on running your business.
Upload Receipts Regularly
Drop receipts into our shared folder or send them by email — whichever is easiest for you.
Respond to Occasional Questions
Sometimes I'll need a quick clarification on a transaction. I keep it brief and to the point.
Share Business Updates
Let me know about any major changes — new accounts, employees, or services — so your books stay accurate.
Let's Make Bookkeeping Simple.
Book a free consultation and let's get your books clear, organized, and stress-free.