how We Can Work Together
Our mission is to help small business owners with their money management so that they earn more, keep more of their profits and pay less in taxes.
As a virtual accounting agency, we provide financial services to do just that.
If you’re ready to dive in and get to know your numbers while taking yourself off of the bookkeeping and financial analysis business, you’re in the right place.
Let us help you get you back into your zone of genius and back to what you’re good at…
Outsourced Accounting and Bookkeeping Services
Top to bottom recordkeeping, cash flow monitoring, financial statement preparation & review and more
PLUS unlimited support & communication to keep you in the numbers loop
Service performed by a CPA-led accounting team
CEO/CFO Consulting Services
Personalized analytical support, including but not limited to: financial analysis, budget preparation and review; reforecasting; financial impact analysis and more
This service can be added to our Outsourced Accounting & Bookkeeping Services or as a standalone service if you already have a bookkeeper or accountant
Xero Cleanup: Setup/Migration + Cleanup Service
Ready to move to Xero Accounting Software and make it the center of your money system? Want to make sure everything is setup and linked together for systems automations?
Not sure everything has been done correctly? Our Xero Cleanup Day may be the right choice.
How We Get Started: Our New Client Onboarding Process
You’re ready and we’re ready too.
We can’t wait to work with you so our hope is that our onboarding process is super smooth.
Whether you just want your bookkeeping done or something more, getting started is as simple as
1, 2, 3…
Step One - Inquiry + Money Systems Assessment
A mini-systems review that we do together – where we discuss the level of support you need, any add on services and how The Common Cents team help
STEP TWO - PROPOSAL + SERVICE AGREEMENT
Per our discussions, you’ll receive a service agreement that outlines + confirms the scope of agreed-upon services. Once signed, we are ready to get the numbers party started.
STEP THREE - NEW CLIENT ONBOARDING + SERVICES KICKOFF
You’ll be invited to our secure client portal and we will finalize + optimize your money systems, get you set up on our systems and start your ongoing services.
Here’s what our clients have to say about working with us…
Joyce can talk in specific terms in dollars and cents or she can talk in terms of “mindset.”
Being able to combine the two is a great service…