How We Work

Our Bookkeeping Process

At Radiance Accounting & Bookkeeping Services, we follow a structured process to ensure your financial records remain accurate, organized, and reliable.

Our goal is to make bookkeeping simple and stress-free so you can focus on growing your business or organization.

STEP 1

Initial Consultation

We begin with a consultation to understand your business or organization and your financial management needs.

During this session we discuss:

your business structure
current bookkeeping practices
accounting software currently used
financial challenges you may be facing
services that best fit your needs

This step allows us to recommend the most suitable bookkeeping solution for your organization.

STEP 2

Client Onboarding

Once you decide to work with Radiance, we begin our onboarding process.

This includes:

completion of a client intake form
service agreement confirmation
secure access to financial accounts
review of your existing financial records

This step ensures we have the necessary information to begin managing your books accurately.

STEP 3

QuickBooks Setup or Review

Radiance uses QuickBooks Online to manage financial records securely.

At this stage we will:

set up your QuickBooks account (if needed)
create your chart of accounts
connect bank and credit card accounts
review your current bookkeeping structure

If your books are already set up, we perform a system review to ensure everything is organized correctly.

STEP 4

Bookkeeping Organization

If your financial records are behind or disorganized, we begin the cleanup and catch-up process.

This may include:

categorizing past transactions
correcting account errors
reconciling bank statements
organizing financial records

This step ensures your books are fully up to date before regular bookkeeping begins.

STEP 5

Ongoing Monthly Bookkeeping

Once your books are organized, we begin ongoing bookkeeping management.

Monthly services include:

transaction categorization
bank and credit card reconciliation
expense tracking
income tracking
financial record organization

This ensures your books remain accurate and up to date.

STEP 6

Financial Reporting

Each month, Radiance provides financial reports that help you understand your financial performance.

Reports may include:

Profit and Loss Statements
Balance Sheets
Cash Flow Reports
Expense Reports

These reports provide clear insight into your financial health and support informed decision-making.

STEP 7

Continued Support

Radiance Accounting & Bookkeeping Services remains available to support your organization as your financial needs grow.

We provide:

ongoing bookkeeping support
QuickBooks guidance
financial organization assistance
payroll support when needed

Our goal is to help you maintain long-term financial clarity and confidence.

Our Promise

Our Commitment

Radiance Accounting & Bookkeeping Services is committed to providing:

Organized and reliable bookkeeping
Clear financial reporting
Professional QuickBooks management
Personalized support for businesses and nonprofits

We work to ensure your financial records remain structured, transparent, and easy to understand.