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HOW IT WORKS
1
Discovery Call
We want to get to know you! During your discovery call, we will learn as much as we can about you and your business and what you are looking for in a bookkeeper. This is also your opportunity to get to know us and what we do for our clients.
2
Service Proposal
Within 24 hours of your discovery call, a custom service proposal will be designed specifically for you. Your proposal will include a detailed breakdown of the services provided and the pricing associated with each service.
3
Onboarding
It's time to get started! We aim to keep onboarding simple. You will receive an invitation to our secure client portal, where you can begin a step-by-step onboarding process. Instructions will be provided every step of the way.
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Bookkeeping
Need your books reconciled?
We've got you covered!
How about GL reviews? Accounts payable? Balance sheet reconciliations? Excise taxes?
Yup, we do that too!
Payroll
Payroll comes with a lot of good days. AKA paydays!
We love helping with those.
We love helping with the not-so-good days too. We don't mind calling up employment when something funky comes in the mail.
Cleanup
Are your books a bit messy?
Hey, it happens! We will get you back on track in no time.
Along the way, we will audit for entry errors and highlight any opportunities to improve processes.
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