Getting to Know Our Clients

We know that every business is unique, so we build individual bookkeeping support solutions for our clients based on their own business needs and budget. Our goal is to help small business owners succeed holistically. To achieve lasting results, we know that building sustainable relationships and gaining a better understanding of their business is essential.

Here’s a look at how we get to know our clients:

#1 Research
Whether a potential client has been referred to us or found us online, we always do initial research before the first meeting! Our team will do a deep dive online to get to know their business, including the industry, service areas, and operations. 

#2 Initial Meeting: In-person (or Virtual)
The initial meeting is an important one! We believe that the key to the best professional relationships is mutual respect and understanding. We’ll listen to our potential clients’ business goals, mission and learn more about what’s important to them. 

#3 Get Informed
Access to current financial records is the first step after on-boarding with us. A Capri Bookkeeping Team will work inside a client’s business to organize and analyze all the financial information.

#4 Partner with Your Finance and Business Team
Once we’ve accessed the information needed to get started, we’ll partner with our clients’ accountant and any other professionals handling their finances to streamline their business and maximize their finances.

#5 Weekly or Monthly Meetings
Cultivating a conversation and checking in with our clients is one of the best ways to keep them informed and move their business forward. We believe in taking a proactive approach, so we’ll identify and make recommendations each time we meet.

Building a better working relationship that is based on mutual respect and understanding is vital to us! This not only allows us to understand your business better, but it lets us initiate and make proactive suggestions to maximize your business, so you’re poised for growth. If you’re interested in working with us, email our Founder and CEO, Ethan Capri at