How It Works

Let's get to know each other

We will gather your information while we are on the phone together. Before we hang up, we will schedule a call for the next day or so to review what we find. Prior to our scheduled call, we will go over your books for the last three months and prepare our review. 

Together, we'llreview your books

On our scheduled call, you and our accountant will go over the review. They will give you their recommendations and together we will make sure we are a good fit for each other. 

If you like us, we'lltake bookkeeping off your plate

Assuming you choose us, we will familiarize you with our process and begin daily categorization of your transactions. We will schedule your reporting so you see everything you would like to, right when you want it. Of course, you will also have 24/7 access to everything, at any time, from any device. 

You let us know when you'd like to regularly review things

We’ll then schedule your favorite time to review everything each month, or as often as you like. Any other time anything comes up, we are there for you. Whenever you have questions, need help, or want to provide more clarity to any transaction, we’re eager to connect. 

We'll proactively make sure everything stays current and accurate

We will also proactively reach out to you when we have a question, in whatever way is most convenient for you. We’re happy to text, email, chat, talk on the phone, or have a video call. 

See what we're like:

Free Evaluation of Existing Books &

First 30 Days of Service Free

Give us a call to get started at (385) 287-1239, or fill out this form and we’ll contact you.

Private Policy Disclaimer:

By providing my phone number to EZ Books, I agree and acknowledge that EZ Books may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to Opt-out by replying “STOP”.

Privacy Policy:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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