Expectations

At Book See Financial, we aim to make your financial journey seamless, transparent, and forward-thinking. Here's what you can expect when working with us—from our onboarding process to our commitment to delivering clarity, trust, and actionable insights tailored to your goals.

What to Expect

  1. Introductory Call

    • A 45–60-minute Zoom session to discuss your needs, goals, and how we can help.

  2. Proposal

    • Includes a unilateral NDA for your peace of mind.

    • Diagnostic video recap and a clear engagement letter.

    • Quoting turnaround of 4–14 days.

    • Flat monthly service options with the flexibility to add support services.

  3. Payments

    • Cleanup projects: 50% deposit upfront, 50% upon completion.

    • Monthly services billed on the 1st of each month.

    • Encrypted billing portal.

  4. Kickoff and Onboarding

    • Guided Zoom screenshare sessions to establish communication channels and complete setup.

    • We dive straight into the work once onboarding is complete.

  5. Ongoing Collaboration

    • Regular facilitated meetings to address current priorities, review financials, and dive deep into KPIs that matter to your business.

What We Don’t Do

No Chasing

  • We’re proactive, responsive, and prioritize your organizational goals. You won’t have to chase us for answers or updates.

No Confusing Reports

  • We don’t just send reports and leave you guessing. We meet regularly to review the details, big-picture strategies, and KPIs, ensuring the metrics we track are meaningful and actionable.

No Traps in Contracts

  • All contracts are month-to-month with +30-day written notice for changes. We focus on transparency and fit, ensuring freedom for both parties to adapt as needed.

No Surprises

  • Contracts clearly outline what is included and call out additional hourly services with pre-set caps and live-updated cost dashboards for transparency.

No Blind Trust

  • We start with NDAs and implement internal controls, including approval processes, audit trails, password management, encryption tools, VPNs, and robust cybersecurity protocols.

No Missed Context

  • We contextualize ROI and business impact within your long-term goals, prioritizing what matters most and identifying when to call in additional support.

No Solo Tax Strategy

  • We facilitate tax strategy meetings and work hand-in-hand with your current tax professionals to ensure seamless transitions and aligned support.

No Focus on History Alone

  • Beyond historical compliance, we prepare for the future, from business credit building to legacy planning. Whether you're transitioning to retirement, considering a worker-owned co-op, or planning to sell your business, we guide immediate and long-term strategies to meet your goals.

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