How it Works
New Client Discovery
1) Discovery Questionnaire - Please complete the form below as a first step to provide some basic information and context. This will make our conversation more productive & will be required prior to a discovery call.
2) Discovery Consultation Call - After you complete the questionnaire you’ll have the opportunity to schedule a 30 minute call to discuss. We’ll talk through your questions, get to know one another, and talk about options.
Note: I charge a $50 fee for our first meeting for the guidance I provide during the call and to minimize no shows. Thank you for understanding. I'm excited to chat with you and help!
3a) Financial Review - As part of the scoping process, I may request access to your bookkeeping system in order to do a preliminary review of your financials to get a better understanding of where things stand.
3b) Engagement Scope- Based on our discovery call, we’ll decide if working together is a good fit. If we move forward, we’ll work together to define a statement of work based on your needs and budget. This work usually falls into one of the following categories:
Short-term project: Defined by a clear list of one-time deliverables.
Example: cleanup projects, accounting system setup/consult, DIY quickbooks training sessions, budget/forecast prep
This type of work will require a 50% deposit upfront and 50% due upon completion.
Recurring: Defined by a set of recurring monthly or quarterly deliverables.
Example: Monthly close & financial reporting, management of day-to-day financial operations (bills, invoices, payroll, etc)
This type of work is usually billed monthly based on time spent.
4) Engagement Letter is signed, sealed, delivered.
5) Engagement Kickoff - a timeline is agreed upon, requested data is provided and we’ll get started!
Complete the form now to get started
Discovery Questionnaire
If you have any problems with the above form, please contact me at hello@sunnydayscompany.com