We offer a free initial call. Our first step is a free discovery call where we determine if we're a good fit for each other. During this call, we'll discuss your pain points and goals, allowing us to tailor our services to meet your unique needs. This initial conversation ensures that we understand your business and can provide the best possible support.

We don't charge for unnecessary services.

All new engagements require a paid diagnostic review. This fee starts at $300 and covers a thorough review of your current books. This review allows us to create a detailed calculation for pricing, ensuring a customized monthly plan and quote for your business. Whether or not you decide to not continue with clean up or monthly services, you will receive comprehensive, detailed report of our findings!

30 Day Data Collection: In this step we will collect all required financial documents and information, provided by you. Our team will integrate your financial date in to Quickbooks Online, ensuring a smooth transition.

Final Meeting: Towards the end of onboarding, we have a meeting to go over any questions and ensure you are comfortale with the set up.

Ongoing Support: Sit back and relax and know your accounting is one thing checked off of your to do list!