The Process

For a Startup Organization

Starting a new business is filled with both exciting opportunities and challenges. With so many things to focus on in the beginning, bookkeeping does not need to be a burden. We can handle the bookkeeping while you purse your passion. Without bookkeeping to worry about, you will be free to focus on bringing in new business and creating business structures. We’ll ensure everything is handled correctly right from the start. We can work with you and your CPA/Accountant to establish a system of recording and reporting that fits with your needs and plans. If you don’t have that kind of help yet, we will be happy to assist you moving forward. So what’s next…

Step 1

Contact Us

Fill out our online contact form or call us directly:
(607) 542-9196.

Step 2

No Cost Consultation

We schedule a call for you to discuss your business and our “Buddy System.”

Step 3

You Choose Us!

We submit a package estimate for your business services which will outline what work is to be performed. Then you say: “Be my buddy!” All of this can be done online.

Step 4

Setting Up Your Books

We setup your custom books and additional apps for bookkeeping your business.

Step 5

Establish a “Buddy System”

We work with you to determine a customized system that will give us the information we need to keep your books up to date. We will clearly outline what work needs to be done, when it needs to be done, and how we will get all the necessary documents and information. Trust us, we will make it easy for you!

Step 6

Ongoing Bookkeeping

You will be free to work on your business while we work on your books!

For an Existing Organization

Congratulations, you’ve developed a profitable business! As you’ve already learned, growing a successful business requires fierce focus. Your customers, products, services, employees, and facilities—these all require your attention on a daily basis. Too often, back office functions (including bookkeeping) overextend your reach, taking precious time away from important activities. Or maybe you’ve come to the conclusion that the costs of a full-­time bookkeeper are just too high for your current situation. With Bookkeeper Buddy, your day­-to-day financial record ­keeping and reporting will be handled quickly and correctly. And with our fixed fee service, you not only know what you are getting, but exactly what it will cost. No surprises! So what’s next…

Step 1

Contact Us

Fill out our online contact form or call us directly:
(607) 542-9196.

Step 2

No Cost Consultation

We schedule a call for you to discuss your business and our “Buddy System.”

Step 3

You Choose Us!

We submit a package estimate for your business services which will outline what work is to be performed. Then you say: “Be my buddy!” All of this can be done online.

Step 4

Accountant Review

Once the books are in order, we schedule a time to review then with you. We will identify any problem areas and address how we can help to make improvements.

Step 5

Establish a “Buddy System”

We work with you to determine a customized system that will give us the information we need to keep your books up to date. We will clearly outline what work needs to be done, when it needs to be done, and how we will get all the necessary documents and information. Trust us, we will make it easy for you!

Step 6

Ongoing Bookkeeping

You will be free to work on your business while we work on your books!