How It Works
Our process is designed to be transparent and straightforward. We believe in clear communication and setting proper expectations from the start.
01
Free Discovery Call
We'll discuss your bookkeeping, tax preparation, or business compliance needs and determine the best service path for your business. No pressure. No obligation.
- No obligation conversation
- Understand your current situation
- Discuss your goals and challenges
- Determine if we're the right fit
02
Initial Consultation
A deeper dive into your business needs. We'll discuss your specific requirements and how we can help you achieve your goals.
- Detailed needs assessment
- Review current processes
- Identify pain points
- Discuss potential solutions
03
System Review
After the consultation, you may be asked to provide access to your current bookkeeping system. This helps us determine the full scope of work and accurate pricing. Providing access before the consultation allows better preparation.
- Review current bookkeeping system
- Assess data quality
- Determine scope of work
- Prepare accurate pricing
04
Engagement & Scope
Services are defined in a written agreement outlining scope, responsibilities, and fees. Everything is transparent and clearly documented.
- Clear scope of services
- Transparent fee structure
- Defined responsibilities
- Written agreement
05
Ongoing Services
Services are delivered in accordance with agreed terms and applicable regulations. Regular communication ensures you stay informed and your finances stay on track.
- Monthly bookkeeping
- Regular check-ins
- Responsive support
- Year-round guidance
What to Expect
Transparency
Clear communication about services, fees, and expectations from the start.
Professionalism
Ethical standards and compliance with applicable regulations.
Partnership
A collaborative relationship focused on your business success.
Ready to Get Started?
The first step is an initial consultation. Choose the option that works best for you.