PURE BOOKS
HOW WE WORK
GETTING STARTED WITH PUREBOOKS
Running a business can feel like a full-time job, that's why we're here to help lighten the load. Let us manage your bookkeeping and provide you with accurate financial reports each month. Whenever there are any questions or concerns don't hesitate to reach out – we'll be ready!
01
Let's talk business
Welcome, we're so happy to have you here! Getting started is a breeze - we'll set up a call and discuss the challenges keeping your business from reaching its full potential. We want to make sure PureBooks is the right fit for you, so together we'll find the perfect plan that will help take your company where it needs to be.
02
Design workflows & integrations
Out with tedious paperwork, in with automated ease! We'll make sure your receipts and invoices are sent to us automatically so you can kiss unnecessary hassle goodbye. We will tailor our bookkeeping services and processes specifically to your unique business, its goals and strategies - no one size fits all here! Say hello to increased efficiency and a perfect fit that integrates with how YOU do business best.
03
Onboarding & tune-up
Let's get organized! During this stage we will set up your workflows and integrations (tech stack), create detailed documentation to understand how things work best for you, and ensure all past bookkeeping is taken care of. For the initial two months, our dedicated team will train your team on using the technology and finesse the processes to ensure that everything funds smoothly.
04
Go live & relax
Once everything is set up, our dedicated accounting team will take care of the monthly nitty-gritties, while you take a deep breath, kick up your feet and relax!
We're making it effortless to keep an eye on your business's progress - each month, you'll get Profit & Loss, Balance Sheet, and Cash flow Statement delivered right to your inbox, empowering you with real data for those savvy decision-making moments!
05
Planning ahead
Add expert financial advise when you need it! Don't let overwhelming financial decisions hold you back. Our team of expert CFOs provide budgeting and cash flow forecasting services to ensure your business is ready for whatever expansion comes its way.