Getting Started: Your First Steps:
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Getting Started
Getting started with Rousseau Bookkeeping, LLC is simple and stress-free. We begin with a consultation to discuss your business, review your QuickBooks Online or Sage 50 account, and determine your specific needs. You’ll then receive a clear service proposal and monthly rate, followed by secure setup and (if needed) clean-up of your books before moving into consistent, organized monthly bookkeeping.
To ensure a smooth and secure start, new clients complete a simple onboarding process that includes:
Business Information & Primary Contact Details
Accounting Software Setup (QuickBooks Online or Sage 50)
Banking & Financial Account Information
Service Agreement & Authorization Forms
Catch-Up/Clean-Up Assessment (if needed)
Secure Document Access Setup
This process allows us to establish accurate records, clear expectations, and an organized monthly workflow from the start.
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