We’ll talk about your business and how you make money, your current bookkeeping situation (good, bad, or nonexistent), what’s working and what’s not, and what you actually need.

This isn’t a sales pitch. It’s a conversation. If we’re not the right fit, we’ll tell you.

Within a few days of our call, you’ll receive recommended services based on what you actually need, clear monthly pricing with no hidden fees, what we need from you to get started, and a timeline for onboarding and first deliverables.

No generic packages forced onto your situation. No surprises three months in.

Week 1: We get access to QuickBooks Online, bank and credit card feeds connected, historical documents gathered if we’re doing cleanup.

Week 2: We review your chart of accounts and transaction history, questions answered, gaps identified, cleanup begins if needed.

Weeks 2-4: Depending on your situation, we’re either cleaning up history or diving into current-month bookkeeping. You’ll hear from us with questions; we’re not disappearing.

This is where most bookkeepers fall down. Not us.