How it works

Only three steps to get started

Our virtual consultation simplifies the process of identifying your business's financial challenges and the solutions we provide.

Schedule a virtual call

Join us for a complimentary Zoom call at a time that works best for you.

STEP 1
We identify your needs

We assess your bookkeeping needs and propose a suitable solution.

STEP 2
Kickstart your plan

Get your personalized plan and sign our flexible engagement letter.

STEP 3
Free virtual consultation

How we assess your
bookkeeping needs

We are excited to understand your business, bookkeeping needs, and how we can add value to your operations.

Services we offer

Introduction

Our call begins with introductions and a brief presentation to help us get to know each other.

Discovery

During our call, we will discuss your business and identify the bookkeeping pain points.

Assessment

At the call's end, we present what's needed and our solutions to help you get there.

During your 45-minute free consultation

What to expect on the virtual call

During the call, we discuss your business model, your current needs, and connect with your QuickBooks to determine your scale.

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We connect to your QuickBooks Account

We evaluate your general ledger and provide you with an accurate quote. QuickBooks Desktop and Enterprise will require additional review.

Don't have accounting software?

If you are starting your business and need an accounting solution, we can help! We will discuss how to set up QuickBooks to meet your business needs.

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General Ledger

We briefly review your general ledger and chart of accounts to estimate the potential workload.

STEP 1

Pain Points

We discuss your pain points (ex, time consuming weekly customer invoicing and payment collection).

STEP 2

Bookkeeping Needs

We discuss which of our service packages best address your small business pain points.

STEP 3
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Number of Accounts

We assess the amount of accounts that require periodic maintainence and reconciliation.

Transaction Volume

Transaction count by account is averaged for the recent 2 months to estimate volume.

Most Recent Dates

Last account reconciliation and transaction dates help determine if a catch-up is needed.
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Wrap-up call with next steps

Our call concludes with a plan on how we can serve you and your business with our bookkeeping services.

Get Started

Engagement Letter

You receive your proposal after the call to execute and start your services.
Based on your books assessment

It all starts with clean and accurate books

Before starting your plan, we'll perform a clean-up or catch-up if needed. Starting with accurate data can save you thousands.

Clean-up

We carefully review and clean up your general ledger, correcting errors and organizing transactions to ensure financial clarity.

Catch-up

We catch up on your bookkeeping, updating reconciliations and transactions to ensure timely and accurate financial records.

We've got answers

Frequently asked questions

We understand you might have many questions, so here are some FAQs to help you prepare before our virtual call.

We offer a flexible month-to-month engagement where you can cancel at any time. No long-term obligations or commitments!

We custom tailor our services to meet your needs. We offer weekly, monthly, and quarterly bookkeeping.

Payment is collected at the beginning of every month for the month of service. We maintain a credit card on file to make it easy and secure.

Our cash management services are white labeled meaning we can communicate with your customers under your brand. This gives your customers a more seamless experience.

If you're looking for extra visibility into parts of your business including operations we can work with your data to model reports out of excel.

We do not currently offer tax services at this time but are partnered with CPA's across the U.S. who can assist.

We'll be with you shortly

Don't use QuickBooks?

Complete the form with the accounting system you use, and we'll let you know if we can service it.




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