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How It Works

Only 3 EASY Steps to Get Started:

Let's Talk

First let's talk to see if we would be a good fit for each other based on your needs and what services we can offer you.  We only work with QuickBooks Online at this time and the businesses we work with are service based.  No inventory tracking or payroll services. Schedule a call via our Calendly link.  


QBO Checkup

We will then have you invite us as an "Accountant"  to be able to view your QuickBooks Online to do a Diagnostic review to be able to see the current state of your books and what work will be needed to clean them up or catch them up. If you don't have a QB Online subscription, once you decide to work with us, we can set you up with one.   



Once we review you books, we will send you a written Engagement Letter with a price quote and services outlined so that you can review, sign and return. Don't worry it is only an agreement to services and payment method so we both are on the same page of what is expected.  At any time, both parties may walk away from doing business together.

Next you can sit back and not worry about bookkeeping anymore now that it's in professional hands.  You can concentrate your energy and time into Growing your Business!  

What are you waiting for?  Let's get started today. 
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