Step 1: Discovery Call

Let’s chat! We’ll discuss your business and learn if we’re a mutual fit.

Fill out a Discovery Call request and questionnaire here.

No charge

Step 2: Diagnostic Review

After we chat and decide that we’d mutually like to move to Step 2, we’ll perform a diagnostic review of your books. This gives us both clarity on the full picture of your current system, illuminates any elements that need to be addressed, and creates a path forward.

You give us temporary access to your accounting software. We review all elements and provide you with a detailed report of the current status of your books. We do not change or add any data to your books at this point in the process.

Starts at $300, to be defined in advance of the work

Step 3: Proposal for Bookkeeping Services

After we have completed your diagnostic review and determined that we are a mutual fit, we will provide you with a proposal for bookkeeping services, including the following:

• Monthly bookkeeping services

• Any recovery or clean-up work needed for prior months or years

• Engagement letter clearly defining our scope of work and expectations on both sides

Step 4: Onboarding & Bookkeeping Services Begin!

If you would like to move forward with our services, we will invite you to our system, bill your set-up and first month’s fee, and begin the onboarding process.

We’ll let you know all the documents and actions needed in a clear and easy-to-follow format.

⭐️ BONUS: Once we have completed your first month of regular bookkeeping services, we will provide you with a one-time video walk-through of your reports, including elements that you can review for insights into your business, how your P&L and Balance Sheet work together, and more.