How It Works
From sign-up to monthly reporting, in four steps.
- 1Choose your services
Select what your business needs — bookkeeping, reporting, or cleanup.
- 2Tell us about your business
Complete a short online onboarding process. You'll see an estimated price as you go.
- 3Connect your accounts
Securely connect QuickBooks and provide requested documents — right from your phone.
- 4We handle the accounting
Track progress, requests, reports, and billing from your Client Portal.
What you'll need
Nothing to dig up before you start. During onboarding we'll ask for your latest bank and credit card statements, access to your accounting software, and — if you have them — prior financial statements. Everything is uploaded securely from your client portal.
What happens after signup
Our team reviews your information and confirms your engagement — including your final pricing — before any work begins. Once approved, your monthly bookkeeping starts on the date we agree together, and your portal keeps you current on everything we're doing.
Get StartedReady to get your books off your plate?
Tell us about your business and we'll walk you through the rest online.