1The conversation
Tell us what is happening.
Tell us what you need help with, who handles it now and which deadlines matter. We discuss whether the service fits and recommend a next step.
You bring the situation. We help identify the work.How It Works
Get the help you need.
Know what happens next.
Changing financial support should not leave you guessing about the fee, the records or who does what. Keliyah Solutions agrees on those details with you before work begins.
Book a Free Discovery CallFree 15-minute service-discovery call. Detailed advice is separately scoped.Keep control of your accounts
Bring your existing records
Approve changes before work expands
Before you commit,
understand the work.
Before you hire us, know what is included, what it costs and what you need to do. Start with a call, then review the written agreement.
- First conversation
- Scope & fee
- Records & next steps
Read the scope.
Know the fee.
Review the services, exclusions, fees, payment terms and responsibilities. Ask questions before signing.
- What Keliyah Solutions will deliver
- What falls outside the agreement
- What you need to provide and approve
Work begins after the agreement and any agreed payment conditions are met. Additional work is discussed and priced separately.
Share your records and agree on next steps.
Know what to send
and how to share it.
After the signed engagement and required payment or payment authorization, we send your records request and secure client portal instructions. You provide complete records and authorized access; sensitive documents stay out of public forms and ordinary email.
Already have a provider? We coordinate with your permission. You keep control of your accounts and original records.
Know what is due.
Know what to expect.
For recurring bookkeeping, records are due by the 5th and reports are targeted by the 30th, subject to complete, timely records. Review meetings follow your service tier. One-time projects have agreed milestones.
If a deadline falls on a weekend or major holiday, it moves to the next business day. Keliyah Solutions is closed on major holidays. Missing records or unanswered questions can change the schedule.
Not ready with
every document?
Call anyway.
The first conversation starts with your situation. A detailed review comes later, if it is needed and agreed.
Book a Free Discovery CallWhat you receive depends on your service: monthly bookkeeping, catch-up work, tax preparation, financial advisory, nonprofit support. Your agreement identifies what is included.
Book a call to discuss your needs.
Tell us about your business or nonprofit, what needs attention and any known deadlines. You do not need a complete set of records for the first conversation.
Book a Free Discovery CallFor nonprofit support, Book a Nonprofit Consultation (30 minutes, $97).