Getting Started Is Simple
No complicated onboarding.
No months of setup.
No disappearing into a black hole after you sign.
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Fill Out Our New Client Intake Form
It only takes a few minutes. Tell us a little about your business, where you're at with your bookkeeping, and what you're looking for help with. There are no right or wrong answers and no need to go into deep details. This helps us come prepared so our first conversation is actually useful to you.
2
Discovery Call
60- minutes, no obligation.
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.
No pressure, no pitch — just an honest conversation. We're here to help you find the right path forward.
3
Diagnostic Report
Discover what's working and what needs attention
After our call, we take a real look under the hood. For a flat $300, we review your QuickBooks Online file and your most recent tax return to see how your books actually stand — not how they look on the surface.
You'll get a clear, plain-English report covering what's accurate and working well, what needs cleanup or correction, and anything that could cause problems at tax time if left alone.
The report is yours to keep. If you decide to work with us, the $300 is credited on your first invoice. If you go a different direction, you can hand the diagnostic to any bookkeeper or accountant and they'll be able to hit the ground running.
Either way, you walk away knowing exactly where your books stand.
4
Custom Proposal
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.
5
Onboarding
Week 1: We get access to QuickBooks Online, bank and credit card feeds connected, historical documents gathered if we're doing cleanup.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.
6
Ongoing Service
This is where most bookkeepers fall down. Not us.
What you can expect:
✓ Transactions categorized as they come in
✓ Accounts reconciled
✓ Financial statements delivered by the 15th
✓ Questions answered within one business day
✓ Quarterly review calls
What you won't experience:
✕ Emails that go unanswered
✕ Reports that show up late (or not at all)
✕ Surprises at tax time
✕ Feeling like you're bothering us
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