Below is a visual of what it looks like to work with us—your client journey, step by step.
Think we might be a good match? Let’s hop on a quick 15-minute Meet & Greet. This optional phone call is a chance to connect, chat through what you’re looking for, and confirm we’re a fit for your industry and needs. No pressure, no prep—just a casual conversation before we dive into the next step.
Before we dive into your books, we start by learning your story through the Advanced Discovery Questionnaire. It takes about 30–40 minutes and gives us a clear picture of your business—how it runs, what’s working, and where you need support—so we can build a plan that fits your needs from the start.
After you submit your questionnaire, you’ll have a no-pressure call with someone from our team to talk through your goals, your challenges, and whether we're the best team to support you. If it feels like the right match, we’ll move forward with a File Review and build your personalized bookkeeping plan.
Every engagement starts with a paid File Review—because doing things right from the start matters. We take a detailed look under the hood of your QuickBooks® file (or other system) for accuracy, completeness, and anything that could impact your bookkeeping services. Whether your file is spotless or a little “well-loved,” this review helps us create a clear, tailored plan built around your unique business—no bloated packages and no generic advice.
Go ahead and purchase your File Review to secure your spot in our queue. You’ll still complete the Advanced Discovery Questionnaire and have a Discovery Meeting before we begin—these steps help us build the right plan. Once payment’s in, we’ll send next steps and get you scheduled based on availability.
Go ahead and purchase your File Review to secure your spot in our queue. You’ll still complete the Advanced Discovery Questionnaire and have a Discovery Meeting before we begin—these steps help us build the right plan. Once payment’s in, we’ll send next steps and get you scheduled based on availability.
Just starting out? We’ve got you. Our custom QuickBooks® File Build gives you a clean, streamlined setup tailored to your business—no templates, no guesswork. We’ll customize everything from settings to sales tax, then walk you through it 1:1. The result? An organized, accurate system built to grow with you.
You can purchase your QuickBooks® File Build to secure your spot. You’ll still complete our Advanced Discovery Questionnaire and Discovery Meeting first—so we can build your file the right way. After payment, we’ll guide you through next steps and schedule your File Build based on our team's availability.
You can purchase your QuickBooks® File Build to secure your spot. You’ll still complete our Advanced Discovery Questionnaire and Discovery Meeting first—so we can build your file the right way. After payment, we’ll guide you through next steps and schedule your File Build based on our team's availability.
After your File Review—or alongside your File Build—you’ll receive a custom proposal outlining your monthly bookkeeping fee, any one-time cleanup, and your go-forward plan. Once accepted, you’ll be fully onboarded with a Lead Bookkeeper and set on a recurring schedule so you always know what to expect.
We offer monthly (or more frequent) bookkeeping, plus add-ons like payroll, AP/AR, and cash flow planning for even more visibility and control. Each cycle ends with clear, easy-to-read reports that help you understand your numbers and make confident decisions.
Book your Meet & Greet to kick things off! This is a casual, no-pressure call with someone from our team to learn more about each other, your business needs, and whether we’re the right fit to support you.
After the call, you’ll receive your Advanced Discovery Questionnaire—a deeper dive into your operations, goals, and current systems. Once that’s completed and submitted, we’ll send you a link to schedule your Discovery Meeting, where we’ll get into the nitty-gritty and lay out a personalized path forward.
Book your Meet & Greet to kick things off! This is a casual, no-pressure call with someone from our team to learn more about each other, your business needs, and whether we’re the right fit to support you.
After the call, you’ll receive your Advanced Discovery Questionnaire—a deeper dive into your operations, goals, and current systems. Once that’s completed and submitted, we’ll send you a link to schedule your Discovery Meeting, where we’ll get into the nitty-gritty and lay out a personalized path forward.
We offer discounted pricing on all QuickBooks® software.
Don’t pay full price for QuickBooks® software when you don’t have to. We’ve been a part of the QuickBooks® Solutions Provider program since its launch in 2006, which is just a fancy way of saying they give us preferred discounted pricing that we get to pass on to you!
We offer discounted pricing on all QuickBooks® software.
Don’t pay full price for QuickBooks® software when you don’t have to. We’ve been a part of the QuickBooks® Solutions Provider program since its launch in 2006, which is just a fancy way of saying they give us preferred discounted pricing that we get to pass on to you!
