Start with where your records stand
Tell Danielle which tools and accounts you use, when the books were last up to date, and what regularly falls behind. Clear starting information makes the conversation about support more useful.
If there is a backlog or a particular question you cannot resolve, raise it at the start. Confirm whether that work is a fit rather than assuming every task is included.
Agree on the work, not just the label
Bookkeeping engagements can differ. Discuss the tasks to be handled, the records needed from you, the communication you want, and the reports or other deliverables you expect.
Agree on the scope, fees, and availability before work begins. If you already have an accountant or tax preparer, explain that relationship so responsibilities can be discussed clearly.
Already using software or AI?
Tell Danielle what your system handles well and where you still need help. Imported transactions and automated suggestions can save work, while unresolved items and missing records still need attention.