How working with us works
Step 1 — Book a free consultation (20–30 min)
We learn about your business, your current setup, and what’s not working. No pitch deck, no pressure.
Step 2 — Books Review
You grant us view-only access to your QuickBooks Online. We assess transactions, accounts, entities, payroll, and the condition of the books, and tell you honestly what we find.
Step 3 — Fixed-price proposal
You get a written proposal with your tier, exact scope, and a fixed monthly price — no hourly meters, no surprise bills. Cleanup/catch-up, if needed, is quoted separately and upfront.
Step 4 — Onboarding
E-signed agreement, secure document setup, and your dedicated bookkeeper assigned. Most clients are fully onboarded in 1–2 weeks.
Then, every month
Books closed on schedule · your financial statements delivered · review at the cadence your tier includes. Questions go to a person who knows your books, not a queue.