Steps for Collaboration with Luca Book as Your Bookkeeper
Step 1: Introduction
We start with an introductory conversation where we get to know your company and financial needs.
Step 2: Contract and Rates
We create a contract that outlines the nature of our services, rates, and expectations. This contract is signed by both parties to ensure transparency. The contract can be terminated on a monthly basis.
Step 3: Access to Financial Data
You grant us access to your financial data, including bank accounts and other relevant information, to enable us to effectively manage your accounting.
Step 4: Providing Documents
You can easily provide financial documents, such as invoices, receipts, and bank statements, through our secure app or email.
Step 5: Tax Services
We ensure timely and accurate preparation and submission of all necessary tax documents, including returns and financial statements, to the tax authorities.
Step 6: Financial Review
We schedule annual review meetings to discuss the financial health of your company. We analyze the figures and provide financial advice to optimize your business.
Step 7: Supporting Growth
Luca Book is ready to help you grow. We provide proactive advice on investments, cost management, and financial strategies to take your business to new heights