HOW IT WORKS

Personalized Consultation

We recognized that every business is unique and so it our approach to serving your bookkeeping needs. We will dive into your business needs, understand your record keeping challenges and created a custom plan that works for your business. You will walk away with a clearly defined plan, service agreement and custom pricing.

Onboarding + Clean - up

Linking access to your read-only access to your bank accounts and organizing historical transactions our onboarding process is designed to ensure your books are accurate and your financial reports are useful. We will categorize past transactions, reconcile accounts, and build a system  for stress-free monthly bookkeeping. 

Ongoing Monthly Bookkeeping

Each month we will manage the bookkeeping by categorizing transactions, reconciling accounts to the bank records, and provide accurate financial reports. With our expert oversight you will always have a clear picture of your business's financial health and position.