Client Support

The Designated Bookkeeper Concept

Our goal is to make sure that you are getting the best result for your business and making the best use of the precision set of contractor-specific books we have developed on your behalf and are maintaining for you.  

The foundation of our client support model is the concept of a Designated Bookkeeper…a trained construction bookkeeping professional assigned to you and your company.  Most of our Designated Bookkeepers have a four-year degree in accounting and several have the additional training of an MBA.  You’ll meet your Designated Bookkeeper in your very first Apparatus Bootcamp™ meeting and they’ll be with you every step of the way as long as you are an Apparatus Client.

Weekly Client Check-In™ Zoom® Meeting

As part of being an Apparatus client, your Designated Bookkeeper will arrange a weekly recurring Zoom® meeting with you and your team.  In this weekly one-hour meeting, your Designated Bookkeeper will do a screen-share with you and show you your company’s books in real-time.  Together, you and your Designated Bookkeeper will review what IS working, what is NOT working, and where you need help, training, or customization of your bookkeeping, payroll, or reporting toolset.   The key to our Client Check-In™ meetings is that the benefits are cumulative…the discussions you have with your Designated Bookkeeper in one meeting benefit all future meetings, and the changes your Designated Bookkeeper makes on your behalf have a bigger impact on your bookkeeping system and how you apply it as time goes on.  These meetings can include any or all of your key staff.

​Anytime Deep-Dive Zoom® Meeting

Have a specific time-sensitive topic that can’t wait for the Weekly Client Check-In™?  Contact your Designated Bookkeeper via the scheduling link in their email signature and set up a 30-minute Zoom® meeting at a time that works for you.  In this meeting, your Designated Bookkeeper will do a screen-share with you and show you your books.   They’ll run ad-hoc reports, make adjustments, resolve open issues, or address your questions, all in the privacy of a one-on-one Zoom® call.

​Help Desk Line

Have a quick question?   Just call your Designated Bookkeeper directly…you’ll have their phone number.   If the issue is urgent and your Designated Bookkeeper is in a meeting, call 503-543-1525 and select Option 3 and another member of our team will pitch in to help.  Our Help Desk Line is available M-F from 8:00 AM Eastern to 4:00 PM Pacific.  All you need is a phone!