Our process
How It Works
Four simple steps from first call to clean books. No jargon, no surprises.
Step by step
Our 4-step process
- 1
Free consultation
A 30-minute call to understand your business and goals.
- 2
Custom proposal
A clear, flat monthly or annual quote with no surprises.
- 3
Onboarding & catch-up
We connect your accounts securely and bring past months up to date.
- 4
Ongoing support
Accurate books every month, deadline reminders, and a real person to answer your questions.
Onboarding
What to expect in your first 30 days
Week 1
Kick-off call, secure portal access, and read-only bank connections.
Week 2
We review your books and flag anything that needs cleanup.
Week 3
Catch-up work and your compliance calendar are built.
Week 4
Your first reports and a review call with your bookkeeper.
Tools
Software we use
- QuickBooks Online ProAdvisor
- Xero
- Gusto
- ADP
- Bill.com
- Stripe
- Shopify
- Square
Staying in touch
How we communicate
Answers within one business day.
Phone
Talk to your bookkeeper during office hours.
Video calls
Review meetings on Zoom or Google Meet.
Secure portal
Upload documents and download reports anytime.
Ready to start with step one?
Your free 30-minute consultation is the easiest place to begin.