What It’s Like to Work With Skopeo?

Whether you’re starting fresh, cleaning up old books, or trying to finally understand your numbers — I meet you where you are. Here’s what the journey looks like when we work together:

Step 1: Discovery Call

We start with a free, no-pressure call to talk through what’s going on in your business, where you’re struggling, and what your goals are. I’ll help you figure out your next best step — whether we work together or not.

Step 2: Tailored Plan

Based on your needs, I’ll recommend the right service whether it’s a setup, cleanup, training, or monthly support. Everything is customized to your business, your tools, and your level of comfort.

Step 3: Setup, Fix, or Train

Once we get started, I’ll get to work and keep you in the loop. Depending on the service:

I’ll build out your Chart of Accounts
Clean up your books or fix errors
Guide you through training step by step

No jargon, no judgment, just clarity.

Step 4: Review & Confidence

You’ll receive clean, organized books and reports you can actually read or skills you can actually use. I’ll answer your questions, explain what matters, and make sure you feel equipped and supported.

If you choose monthly bookkeeping, we’ll keep working together to maintain clean books, send monthly reports, and meet for regular check-ins so you stay confident, tax-ready, and in control.