Step 1

Complete a brief form about you and your business here, and schedule a free call with us to discuss your needs and how we can help you.

Step 2

We will send you a simple list of items to provide to us. We will then schedule a diagnostics call with you. In this call, we will do a diagnostic review of your books, point to areas of improvement, and how specifically we can help with your pain points. We charge $375 for this because such a thorough review requires time and effort. But don’t worry, if you sign up for our services, we will apply this fee to your first bill, so essentially this will be free! In any case, the diagnostic report will be yours. In this call, we’ll also discuss fees for our services to you.

Step 3

We will first clean up your books for the agreed upon prior months in QuickBooks Online (QBO), usually starting with your last year’s tax return numbers so that they tie. This will give us a clean start. We’ll make this process simple for you!

Step 4

We will set up monthly bookkeeping in QBO after the cleanup in Step 3. You continue paying your bills and running your payroll while you’ll have a dedicated bookkeeper tracking the financial activity in your business accounts weekly using QBO. Sit back, focus on your business, and watch us deliver!

Note: Taxes are not here, even if you may have signed up for the Essentials bundle, because the foundation of all taxes is clean bookkeeping. We will handle taxes separately after the books are cleaned up.