TimKeeper Guide

How to begin monthly bookkeeping, step by step.

  1. Get Price

    Use the interactive tool by clicking “Get a Quote & Schedule a Meeting”.

  2. Find Your Fit

    Tell me about your business. I identify what you need and whether TimKeeper is a fit.

  3. Meet with Me

    Schedule a meeting to discuss your books, your estimate, and the work ahead.

  4. Begin

    We agree on the work and establish where to start. Beginning that meeting or the next.

  5. Set Up QuickBooks

    I set up QuickBooks Online with you live from scratch or ensure the existing QuickBooks is ready for work to begin.

  6. Connect & Gather

    I walk you through linking your accounts in QuickBooks. I determine the statements and documents needed and together we gather.

  7. Get Portal Access

    Receive your account for the TimKeeper client portal, also available directly to your Google account.

  8. Receive Financials

    I maintain and reconcile your books. You receive financial reports, designed to be understood, making activity and trends easy to see.

  9. Monthly Billing

    Receive an invoice after your financial reports are delivered, due in 30 days.

Relax knowing your books are being maintained and your financial reports are being delivered.

Month to month. No lock-in.

Get a Quote & Schedule a Meeting