Steady Steps Bookkeeping is your partner in achieving financial clarity. From building a solid foundation to delivering clear insights, we empower you to focus on what you love most. Let us handle your books, so you can pursue your passion with confidence and clarity.
SSB emphasizes preparedness and aims to inform you about our services, ensuring that you have the knowledge and resources to effectively navigate any situation we may encounter together. We believe that being well-prepared is crucial for both individuals and organizations, and therefore, we strive to provide comprehensive insights and assistance tailored to your specific needs. Our dedicated team is committed to delivering high-quality information and support that empowers you to make informed decisions and take proactive steps toward achieving your goals.
Here are some services you can expect:
Books Review Consultations
The Books Review Consultations focus on two comprehensive discussions to enhance your bookkeeping practices. Topics covered include financial record accuracy, reconciliation methods, software evaluations, internal control and best practices. Prior to the first meeting the Client will be required to complete a questionnaire and will give access to all required documents for the initial consult. The second meeting will consist of recommendations that are tailored specific to your business needs, along with effective best practices to implement for streamlined operations and long-term success.
Operational Planning Sessions
Focuses on key operational processes. Topics covered include:
- Weekly operational assessments.
- Task prioritization and resource allocation.
- Workflow optimizations for efficiency.
- Compliance checks and improvements.
- End-of-Month (EOM) financial review of prep and corrective entries.
- Final financial review and approval.
Admin Planning Sessions
The Admin Planning Sessions consist of a structured set of 4 steps consisting of 3 meetings aimed at streamlining administrative tasks. This series is designed to support businesses in achieving smooth and professional administrative operations.
This four-step process is a complete cycle of you starting your new document and does not have to mean your document is completed. You can request a revision which will start a new cycle of sessions. This allows for any changes that need to be made over time to help streamline or keep up to date your forms and spreadsheets.
- Admin Consultation Request
- Document Review and Edit
- Final Edits – Best if done by video for viewing documents
- Approval and Release of Admin Documents
- Precise Records
- Detailed Data for analysis
- Transparent Record Sharing
- From Framework to Focus
