Get Started

We make it easy for you to get started with an easy process

Just follow the 4 steps below and say goodbye to paper-based financial administration.

1. Initial Consultation

Schedule a free consultation with a virtual meeting or over the phone to discuss your bookkeeping needs in more detail. Once we complete an assessment and understand your business, we’ll work with you to improve your bookkeeping process and help you meet your accounting requirements on an on-going basis.

2. Proposal

We’ll provide a proposal outlining our services and a fixed monthly fee.

3. Onboarding and System Set-up

We’ll introduce you to your bookkeeping team and set you up with the right cloud-accounting tools to help you handle all of your accounting needs. If your employees need training, we’ll do that, too.

4. Let’s Begin

Your bookkeeping team will get to work right away by transferring your accounting and files to our secure online network and bringing your books up-to-date.