We begin with an introductory meeting to get to know each other, understand your business model, and discuss your specific bookkeeping and financial management needs. This step involves a detailed assessment of your current financial systems, bookkeeping practices, and any challenges you're facing.

We provide a detailed proposal outlining the scope of services, deliverables, timelines, and pricing tailored to your business requirements. We discuss the proposal with you to ensure it meets your expectations and make any necessary adjustments.

Once the proposal is finalized, we sign a service agreement that outlines the terms of our engagement, and confidentiality. We provide an overview of our bookkeeping processes, including how and when financial reports will be delivered, communication protocols, and how to submit documents and information to us.

Following the onboarding, we establish regular check-ins to discuss your financials, any concerns, and adjustments to services as your business evolves. Our team remains available for any questions or additional support needed, ensuring a seamless and supportive partnership.

Delivered by the 10th of every month, assuming all required documents and outstanding questions have been submitted, ensuring you have timely and accurate insights.

Your transactions are reviewed and categorized weekly, keeping them accurate and fresh while details are still top of mind.

Ongoing reviews ensure your QuickBooks file stays organized and up to date throughout the month.

We’ll reach out with questions as we work and are available to clarify anything that comes up along the way. Have a question? We're just an email away, with quick and friendly support.

Bank and credit card accounts are reconciled monthly to ensure every transaction matches your records.

Additional support is available if your business needs more customized assistance.