Schedule a Bookkeeping Consultation
Looking for help with the finances of a complex household or the books of a small business? Let’s discuss what is happening in the books, how your records are managed today, and what you want your financial reporting to make clearer.
The first conversation is a chance to understand your needs, answer your questions, and determine whether Wolf Pine Bookkeeping is the right fit.
Reach Peter directly
Every call, email, and consultation is with Peter, the person who will keep your books.
Schedule a Call
Choose a time that works for you. The consultation is a conversation, with no preparation required beyond what is listed beside the calendar.
Having trouble with the scheduler? Open it in a new tab or email [email protected].
Please do not include account numbers, login credentials, tax documents, or other sensitive financial information in the scheduling form.
For the first conversation
What to have ready
The same three questions an engagement begins with, for a household or a business.
1
What you need help withThe household or the business, what is working today, and where the bookkeeping has become difficult or time-consuming.
2
How the books are kept todayThe accounts and cards, whether there is a QuickBooks file, payroll, and any trusts, entities, or properties involved.
3
What the reporting should make clearerThe questions you ask each month, and who else needs the numbers: a CPA, an advisor, a spouse or partner.
A few minutes’ thought on each is plenty. If it makes sense to proceed, a written proposal follows with the scope, the reports you will receive, and the fee.
Need More Information First?
Households
Household bookkeeping and monthly reporting for families with residences, trusts and entities, household staff, and advisors who need the records.
Add-on for households
Bills gathered, approved by you in BILL, paid on time, and recorded in the same books.
Small businesses
Monthly bookkeeping in QuickBooks Online, closed every month, with a profit and loss, balance sheet, and statement of cash flows in every package.
Project for businesses
A review of the file first, one fee agreed before work begins, and each reopened month reconciled to its statements.
Based in Portsmouth, New Hampshire. Wolf Pine Bookkeeping meets households and businesses on the Seacoast in person when that helps, and works virtually with clients throughout the United States. About Peter Ankeny
