Momentum

I’ll tell you about our services and answer any questions you may have, and you tell me about your business and your needs.

I will send you a Business Self-Assessment, an Entrepreneur Profile and an Acknowledgement and Release form along with our Privacy Policy and an invoice for the $100 Administration fee. Once I receive the completed documents and payment, you are registered in the program and I get to work.

I review your business and your needs against our available Bookkeepers and match entrepreneurs and bookkeepers accordingly. You will then be provided two options and their contact details by email. I suggest you contact them each for a short conversation to help you determine who you would prefer to work with.

Once you have chosen your bookkeeper and had your first meeting, a signed contract between the entrepreneur and the bookkeeper is to be submitted to our offices. Only Bookkeeping Set-up or Bookkeeping Review services are eligible for reimbursement up to 50% (where funding allows). Bookkeepers are paid directly by the entrepreneur and paid receipts submitted to Muskoka Futures for consideration under the reimbursement program.

Bookkeeping relationships are limited to 25hours. Should both parties wish to continue the relationship beyond this point it will be by mutual agreement and outside of the Bookkeeping Program, and the advisor reserves the right to charge full rate fees.

When all is said and done if your match is not working out, come to me and I will help navigate you towards a better relationship either with your present bookkeeper or a new one.