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How It Works

Only 5 EASY Steps to Get Started:
1

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.

2

QBO Checkup

We will then have you invite us as an "Accountant"  to be able to view your QuickBooks. This is a quick 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, we can set you up with one.   

3

Quote 

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.

4

Setup

We will give you access to our secure online portal where we will communicate and  you can upload your important business documents safely Also,  to make it easier, you can contact your bank/credit cards to setup VIEW ONLY access for us to be able to download transactions and monthly statements directly from you bank and credit card accounts. By doing this, it saves you time and hassle each month by allowing us to get the documents needed to update your books each month. However, if you prefer not to give us VIEW ONLY access, you can still send us your monthly bank and credit card statements. 

5

Relax

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!  

Every month, we will send you 2 IMPORTANT Reports:

  1. Income Statement (Profit & Loss) - see all your income and expenses for the month. 

  2. Balance Sheet - shows you all your assets, liabilities and owner's equity accounts.
     

These monthly reports are SO VALUABLE and they will help you know at a glance how your business did for the month and most importantly, they will show you how you can IMPROVE and GROW your business.  ​

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