I value working relationships built on trust, communication, and mutual respect. This page outlines how I approach new client engagements and what you can expect when working with me. Having these guidelines in place helps set clear expectations from the start, so we can both stay focused on what matters most—helping your business thrive.
Client Fit & Engagement Guidelines
To serve clients well, I focus on businesses that fit my experience and values. This means I take on clients in industries where I can provide the most accurate and effective support—and avoid those that aren’t the right match for my services.
Industries I don’t work with include:
– Construction, contracting, or related trades (these typically require specialized accounting systems outside my scope)
– Adult entertainment or sexually explicit businesses
– Cannabis, vaping, or tobacco industries
– Gambling, psychic, or occult-based businesses
This helps me dedicate my time and expertise to clients whose goals and operations align with my approach.
Equal Opportunity Commitment:
I fully comply with all applicable federal, state, and local anti-discrimination laws. I welcome clients of all backgrounds and do not discriminate on the basis of race, color, national origin, age, disability, sex, gender identity, religion, or any other protected characteristic.
Communication & Collaboration
Good bookkeeping depends on good communication. I ask that clients provide information and documents in a timely manner so I can deliver accurate results and keep your books current. In return, I’ll keep you informed, respond promptly to questions, and make sure you always know where things stand.
Confidentiality & Data Security
Your financial information is private and important. I take that seriously. All client data is handled securely and kept strictly confidential, using trusted, encrypted systems for sharing files and managing records.
Discontinuing Services
If either of us ever feels it’s time to make a change, we can end the engagement with written notice. I’ll ensure your records and reports are returned or transferred promptly, so you can continue your bookkeeping without disruption.
Ready to see if we’re a good fit?
If you think your business could be a great match, let’s start the conversation.
Schedule a Free 15-Minute Introductory Call or contact me to learn how I can help simplify your bookkeeping and reveal what your data is really telling you.