Contact Us
Get in touch now and schedule a 30-minute obligation-free phone call to review your existing books and receive a tailored proposal.
What's Next?
Our Simple Process
1
Discovery & Proposal
Schedule a 30-minute obligation-free evaluation with us. During your call, we will discuss your business and bookkeeping needs and review your existing books. After that, we will send a tailored proposal—built specifically for your industry, your needs, and your vision—so you know exactly how we will help you get from “overwhelmed” to “organized.”
2
Contract & Payment
Once you are ready to move forward, we will send you a formal engagement letter for your signature, outlining the scope, timeline, and investment—no hidden fees, no confusing jargon. Once signed and your initial payment is made, we will begin onboarding so we can get to work in your QuickBooks or Xero account right away.
3
Onboarding & Account Management
You will receive an onboarding checklist to make it easy for you to share the documents, account access, and details we need. We handle the setup in QuickBooks or Xero so everything is organized and accurate from day one—saving you time and headaches.
4
Bookkeeping Delivery & Ongoing Support
Once we are up and running, we will handle your bookkeeping—keeping your accounts accurate, up to date, and compliant. You will receive a clear, easy-to-read monthly financial report so you always know exactly where your business stands and can make confident, informed decisions.
