1. Book an appointment
Start your financial journey by talking with an advisor at Mountain Bookkeeping. We can set up an appointment over phone or zoom. It’s free of charge.
2. First consultation
We’ll ask you some questions to discover your situation and needs. Then, we’ll tell you how we can help you overcome your challenges. You can question us too.
3. Customized financial services plan
We show you a personalized action plan and quote our fees. This plan is designed especially for you, and it can be modified according to your suggestions.
4. Implement the plan
We start working on your challenges and needs within the timeline we agree on. We offer ongoing services depending on your circumstances.
We assess your financial situation, listen to your needs, and guide you step-by-step to create, grow, and protect your wealth.
We focus on your benefits
Your dedicated advisor will help you avoid costly mistakes, uncover wealth-building opportunities, and give you practical advice on how to take control of your finance.
We are qualified and experienced
We have 23 years of experience in taking care of the financial needs of service based businesses.
We are trustworthy
We apply innovative technologies to protect your financial information. We are also open and transparent in our fees. We always explain to you what you have to pay before you appoint us as your trusted advisor.
We are your partners for the long run.
We maintain a close relationship with you to ensure you stay on track. We meet you regularly and keep you informed about your financial status. Whenever you have a question, we’ll try to give you the best answers as soon as we can.