Our Process
Accounting and Tax practices are a serious matter and decisions to hire
professionals internally or externally should not be taken lightly.
For that cause, LoRethas' Bookkeeping & Tax, llc has a four (4)
step process for getting services started. The process is simple
& gives you the opportunity to learn our methods and understand your needs.
FREE QUOTE
For free, LB&T estimates how much an external party would charge
to do the same things that an employee would do - internally.
The distinction is that you are not paying LB&T by the hour, but monthly.
Likewise, because we are a third-party service provider, you would issue us
a 1099 and no payroll taxes involved.
If hired, LB&T would be considered your "OUTSOURCED" accounting team.
To get a free quote, you will need to:
- A. Complete the Online Web form
B. Register for a File Portal Account (no worries, you are not locked in.
The portal allows us to exchange documents in a safe and organized way
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The Follow-up
Once the team has received and reviewed your intake web form,
we will reach out to you to fill in any blanks.
This is done because we don't ask for a lot of PII information on the
intake form due to the likelihood of hacking the forms (it can happen to anybody).
You will also be asked to review our confidential disclosure agreement,
while requesting a copy of your files.
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The Proposal
Once we have taken a good look at your files (if needed) to better determine
how much working hours are needed to bring your records up to date and maintain,
we will:
- Schedule a discovery meeting with a member of our team using our online web scheduler
(you will received e-mail notice),
or by email to discuss the agreement and review client needs and expectations. - Send scope of work and agreement after discovery meeting.
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The Set-up
Once your leadership has time to review our proposal,
we will have a Start-up conference.
At this time you can make changes that better fit your business structure.
- Discuss changes based on your business operations
- Discuss roles & communications
- Delivery of client procedures manual (CPM)
- Make Sure all logins and other assistive tools are working properly.
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Getting Started
Start Processing Daily Work
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*LoRethas' Bookkeeping & Tax, LLC believes in tooling
each client to make informed business decisions.*We treat each client like a partner where our
success is the result our client s success.
By now you should fully understand our methods
and we completely understand your expectations.
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Customer Review
Customers who take the time to provide reviews of our procedures
help us in determining whether any adjustments are required.
Our goal is to assist you! Thus, do let us know if our procedure
does not meet your needs.
Good or Bad, let us know!