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Getting your bookkeeping handled shouldn’t be complicated—especially during busy catastrophe seasons.

Here’s exactly what to expect when you work with CS Bookkeeper.

Step 1: Get Started (Client Intake Form)

• Click the Get Started button and complete a short intake form.
• This helps me understand:
• The type of insurance adjusting work you do (catastrophe, daily, independent, staff)
• Your business structure (sole proprietor, LLC, etc.)
• Your current bookkeeping situation

What services you need (monthly bookkeeping, catch-up, cleanup, QuickBooks setup, tax-ready books)

⏱️ Takes about 5–10 minutes.

Step 2: Free Consultation (Calendly)

After submitting the form, you’ll be prompted to schedule a free consultation using my Calendly link.

During this call, we will:

• Review your current financial setup
• Discuss your income cycles and expenses as an adjuster
• Identify any bookkeeping issues or gaps
• Confirm which services are the best fit for you
• This call is no pressure and designed to make sure we’re a good match.

Step 3: Customized Service Proposal

• Based on your consultation, you’ll receive:
• A clear breakdown of recommended services
• Transparent monthly pricing
• A summary of what I’ll handle for you (and what you don’t have to worry about anymore)
• You’ll know exactly what you’re getting before moving forward.

Step 4: Agreement & Secure Onboarding

• Once you’re ready to move forward:
• You’ll sign a digital service agreement
• Complete a secure onboarding checklist
• Provide access to your financial accounts (bank feeds, existing QuickBooks, etc.)
• Everything is handled securely and electronically for convenience.

Step 5: QuickBooks Setup or Optimization

• If you already have QuickBooks:
• I’ll review your setup
• Clean up or optimize your chart of accounts
• Ensure it’s tailored for insurance adjusters
• If you don’t have QuickBooks:
• I’ll help you choose the correct plan
• You can purchase QuickBooks using my ProAdvisor link for 30% off
• I’ll handle the setup for you so it’s done right from the start
• If you prefer not to purchase immediately, we’ll discuss alternative options during your consultation.

Step 6: Ongoing Bookkeeping & Support

• Once onboarding is complete, I take it from there.
• You’ll receive:
• Monthly bookkeeping tailored to catastrophe adjusters
• Organized, accurate financials
• Reports that make sense
• Books that are tax-ready and CPA-friendly
• Ongoing support when questions come up

So you can focus on claims, deployments, and income, not spreadsheets.

Ready to Get Started?

Click the Get Started button to complete the intake form and schedule your free consultation.

Your books.

Done right.