Walker Financial Management

Protect your business from the stress of the holiday season!
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1099 preparation is often tricky and can lead to fees up to $290 per form if filed late.
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Contact us today (link in bio) to ensure a smooth filing process!

The final step in our process to engage new clients is a proposal! After the books and systems have been reviewed, our team carefully crafts a customized proposal that diagnoses specific problems, presents our recommended solutions for the path forward, and lays out fee details. Once the proposal is accepted, a new partnership begins!
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Ready to have the burden of bookkeeping lifted? It’s as easy as 1, 2, 3. Book a free consultation today (link in bio)!

In our last post, we gave a quick look into how easy it is to schedule a free consultation. The consultation is step one in our process of engaging new clients.
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In this post, we are highlighting step two! After the initial consultation, our team performs a review of the potential client’s books and systems. This review gives us the necessary information to craft a customized proposal that will focus on specific needs and chart a path forward to sustained success.
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Some examples of specific needs we uncover in reviews are accounts that need reconciling, sales tax that needs filing, invoices, bills, payments, and deposits that need matching, processes that need developing, and many more!
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Could you or someone you know benefit from a review? Visit our website (link in bio) to book some time with us today!