We have a proven process that works time & time again! Here’s a visual.
Before we dive into your books, we start by learning your story through the Advanced Discovery Questionnaire. This in-depth questionnaire helps us understand how your business runs, what’s working, what’s not, and what kind of support you’re looking for. It takes about 30–40 minutes to complete and sets the stage for everything that follows—so we can make sure we’re building the right plan for your needs.
Once you’ve submitted your questionnaire, you’ll have a one-on-one call with someone from our team. This is your time to talk through your answers from the questionnaire, ask your own questions, and get to know how we work. It’s our chance to get to know you—your goals, challenges, and whether we’re the right team to support you. There’s no pressure and no payment required. Just a friendly conversation to explore if we’re a good fit, make sure your needs align with what we offer, and decide on next steps. If everything feels right, we’ll move forward with a File Review and put together a personalized plan for your bookkeeping support.
Every client relationship starts with a required, paid File Review—because we believe in doing things right from the start. During this review, we take a detailed look under the hood of your existing QuickBooks® file (or other accounting system) to assess its current condition. We’re checking for accuracy, completeness, and anything that might impact your monthly bookkeeping. Whether your file is pristine or... let’s just say “well-loved,” this review helps us build a clear plan tailored to your needs. The File Review ensures we’re recommending only what you need—no bloated packages and no generic advice. Just thoughtful, honest guidance based on your unique file and business operations.
Our File Review is the first step to clean, accurate books and better financial systems. We’ll start with a quick discovery process—your Advanced Discovery Questionnaire and a Meet & Greet call—then take a deep dive into your QuickBooks® file to assess how your financials are being tracked and where improvements can be made. Once the review is complete, we’ll meet 1:1 to walk through our findings and provide a custom quote for any cleanup, optimization, or ongoing support.
Just starting out? We’ve got you. Our custom QuickBooks® File Build sets up your books the right way from day one. We create a file tailored to your business—think personalized Company Settings, custom Chart of Accounts, accurate sales tax setup, and organized bank feeds. The result? A clean, streamlined QuickBooks file built for accuracy, efficiency, and growth.
Our File Build service sets you up with a clean, customized QuickBooks® file built specifically for your business. We’ll personalize your Company Settings, Chart of Accounts, Bank Feeds, Products & Services, Sales Tax, and more—no templates or guesswork here. Once your file is built, you’ll meet 1:1 with a bookkeeping expert to review the setup and discuss next steps. It’s the easiest way to start strong with a system that’s organized, accurate, and ready to grow with you.
After your File Review or along side your File Build, you’ll receive a custom proposal outlining your monthly bookkeeping fee, any clean-up or optimization work needed, and your go-forward plan. Once you're fully onboarded, you’ll be assigned a Lead Bookkeeper and set up on a standard recurring schedule—so you know exactly what to expect and when to expect it. Our core service is monthly bookkeeping, but if your business requires more frequent updates, we’ve got you covered. We can also layer in additional services like payroll processing, accounts payable (AP) and accounts receivable (AR) management, and/or cash flow planning to support your specific needs and give you more control over your financial picture. After your books are closed each period, you’ll receive accurate, easy-to-read financial reports that actually help you understand what’s going on in your business.
Book your Meet & Greet to kick things off! This is a casual, no-pressure call with our team to get to know each other, your needs, and see if we’re a good fit.
After scheduling, you’ll receive your Advanced Discovery Questionnaire within 1 business day. Just make sure it’s completed prior to your Meet & Greet—it helps us make the most of our time together and come to the conversation prepared.
Use the link below to send us your info, our team will get in touch!
No one has the capacity to do everything anddo it well. If you're struggling with bookkeeping, let's take it off your to-do list so you can get back to doing what matters most... running your business!
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!
