Get Started
Ready for Clear Systems and Consistent Bookkeeping?
At Oldham Administrative Solutions, I work in a structured and thoughtful way so your books are handled clearly and consistently — without unnecessary meetings or financial confusion. My goal is simple: to create financial systems that support your life, not add more noise to it.
The Process
1. New Client Discovery
All new client inquiries begin by filling out the New Client Discovery Form. This is where you have a chance to tell me a bit about your business, bookkeeping needs, systems and goals.
2. Focused Connection Call
If needed, I’ll schedule a focused 30-minute call to clarify scope and expectations. I intentionally take on a limited number of clients each season to ensure depth, care, and high-quality work.
This is where I will make any recommendations about software you might need as well - some of my favourites are Hubdoc to capture your receipts, or MileIQ to track your work travel. I only recommend apps I trust, and only to make your books easier to handle.
3. Onboarding & Secure Workflow
Once we decide to move forward:
- You’ll receive an engagement letter.
- Secure access to your bookkeeping platforms will be set up
- All ongoing work tasks and document requests will be managed through Karbon Client Portal, a secure accounting workflow system that keeps everything organized in one place
4. Ongoing Communication & Reporting
I operate on an autonomous work cycle designed to respect your time.
- Routine communication and questions are handled by email or the Karbon Client Portal
- Monthly financial summaries are delivered with a Loom video walkthrough so you can see and understand your reports without needing a live meeting
- If something requires discussion, I’ll send you a Loom walkthrough explaining the details so you have time to absorb the information and make a decision that aligns with your goals
5. Transparent Billing
6. Response Time
New Client Discovery Form
Thanks for your interest in working together! I value clear communication and organized systems from day one. This form helps me understand your practice and ensures we’re a strong fit to build a stable, successful partnership.