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.