Welcome to Bloom
We're so glad you're here. This is your guide to working with us: what happens in your first few weeks, how a month with Bloom flows, and how to reach us when you need us.
Bookkeeping works best as a partnership, and we're looking forward to getting to know you and your business.
Our approach is simple: accurate financials, clear communication, reliable systems and no unnecessary complexity. You'll always know where your business stands, and you can trust that everything in your scope is being taken care of.
We keep things organized and predictable so your books feel calm, not stressful. And we're real people who care about the businesses we work with. If something's on your mind, just ask.
Your first few weeks
Here's what happens between saying yes and your first set of financial statements. Once your signed documents, intake form, payment and records are in, setup usually takes 5 to 7 business days.
- Right away
Sign and settle in
Review and sign your engagement letter and scope of work, then submit your first payment. Your scope of work spells out what we'll do, when, and your monthly fee.
- Your first week
Tell us about your business
Complete your client intake form in your shared Google Drive folder. It saves as you go, so you can come back to it anytime.
- Your first week
Share access and documents
We'll send a short list of the accounts we need access to and the records that help us get started, like last year's financial statements and recent filings.
- Once you're set up
Your kickoff call
A 30-minute call to walk through your setup, confirm how we'll work together and answer your questions. Book a time on our website, or we'll reach out to set it up.
- Within 5 to 7 business days
We set up your systems
We review your QuickBooks Online file, bank connections, sales tax and payroll settings, and set up receipt collection so everything flows smoothly each month.
- After your first month
Your first statements, explained
Once your first month is complete, we'll walk you through your financial statements so you know exactly what you're looking at and what it means for your business.
A month with Bloom
Every month follows the same calm rhythm. Tap a date to see what happens.
Questions and invoices go out
We review last month's activity and send any questions or requests for missing documents. Your invoice for the coming month is issued too.
Questions and invoices go out
We review last month's activity and send any questions or requests for missing documents. Your invoice for the coming month is issued too.
Send what we've asked for
Reply to our questions and share any missing documents within two business days when you can. Quick answers keep your books current and your filings on time.
Your books are done
Once we have what we need, we complete your monthly bookkeeping and send your financial statements, ready for you to review.
If something we need is still outstanding, your completion date moves with it, and we'll always tell you what's holding things up.
How we work together
Clear responsibilities on both sides make for better, more reliable bookkeeping.
What you can expect from us
- Accurate, consistent work on everything in your scope of work
- Clear communication when we need something from you
- A heads-up on any bookkeeping issues we spot
- Agreed filings and recurring tasks done on time
- Complete confidentiality with your financial information
- A conversation before any work that would cost extra
What we ask of you
- Complete and accurate information
- Replies to our questions within two business days when you can
- A note when something big changes in your business
- A look at the statements and questions we send
- Ownership of business decisions and anything outside our scope
Getting in touch
Email is the best way to reach us. It keeps every request organized, documented and moving. For anything that needs a real conversation, we're happy to book a call.
Best for quick scheduling. Bookkeeping requests by email, please.
Your shared folder
Your shared Google Drive folder is where we securely exchange documents. To find it:
- Sign in to your Google account.
- Open Google Drive and select Shared with me.
- Open your Bloom folder to view or upload documents.
You can also use the folder link in your welcome email.
Along the way
Bookkeeping is more than monthly reports. We check in at a few key points to make sure things are working well for you, both ways.
- First closeWe walk you through your first financial statements.
- 3 monthsA check-in on how onboarding went and what's working.
- 6 monthsA look at your business and whether your plan still fits.
- Every yearAn annual review, and a little celebration of another year together.
Good to know
The details that keep things clear for everyone.
Your scope of work
Your scope of work outlines the services Bloom is responsible for, how often and when they happen, your monthly fee, and what we'll need from you. We work within it so expectations, timelines and pricing stay clear.
Businesses change, and your needs may too. If you need help with something outside your scope, just ask. We'll let you know whether it fits your current service or quote it separately, and we'll always talk about fees before doing the work.
Billing
Invoices go out on the 5th of each month for the coming month of service. You can pay by credit card or by e-transfer to caitlin@bloombooks.ca. Your monthly fee and included services are in your scope of work.
Meetings and extra support
Bloom works mostly remotely, with in-person meetings and document drop-offs available at our office. Routine questions are best sent by email. For a deeper conversation, financial review or planning session, we'll book a meeting. Your plan includes the meeting time listed in your scope of work; additional meetings or advisory work may be billed separately.
When information is outstanding
We rely on timely information to keep your books moving. If documents or answers are still outstanding, we may need to pause the affected bookkeeping or filings until they arrive.
If we haven't been able to get what we need for 60 days, your account may be placed on hold, and catch-up or reinstatement fees may apply when work resumes. We'll always reach out before it gets to that point.
Filing deadlines
We take the deadlines in your scope of work seriously and work ahead to keep them on track. Some depend on information, approvals or payments from you, and we'll tell you clearly when we need something. If information arrives late, we can't guarantee the original timeline.
If your needs change
We value long-term relationships built on clear communication and mutual respect. If your business changes, or your current service level no longer feels like the right fit, reach out and we'll review your scope of work together.
We're glad you're here
Our goal is to make your bookkeeping feel organized, predictable and easy to understand. If you have a question at any point, we'd love to hear from you.