Our Process
Our Simple and Effective Process
We believe in transparency and efficiency. Our step-by-step process is designed to make bookkeeping stress-free, ensuring you understand every stage as we work together to manage your finances. From the initial consultation to ongoing support, we’re with you every step of the way, so you can focus on growing your business while we handle the numbers.
01
Initial Consultation
We begin with a free, no-obligation consultation to learn about your business and financial needs. To make the most of our time together, clients complete a simple questionnaire beforehand, sharing key details about their business needs. This information allows us to create a personalized plan of action, which we’ll review during the consultation. The meeting typically lasts around 40 minutes and is conducted virtually via Zoom, ensuring convenience and flexibility.
02
Setup & Cleanup
Whether you’re starting fresh or need help getting your books in order, we handle the setup and cleanup process with care. We’ll organize your financial data, set up QuickBooks Online, and ensure everything is accurate and ready for seamless management moving forward.
03
Ongoing Bookkeeping
With your books in order, we manage your monthly bookkeeping needs, including transaction categorization, reconciliations, and financial reporting. Our efficient processes keep your finances up-to-date, providing you with clear and actionable insights.
04
Personalized Support & Growth
We’re here to help your business grow. From tailored financial advice to answering your bookkeeping questions, our ongoing support ensures your financial operations run smoothly. Regular reviews and reports keep you informed and in control of your business’s success.
