Once you reach out and contact us, we will set you up with an absolutely free, no-pressure consultation. During this meeting we will take the time to learn about you, your business and the current challenges you’re facing on a regular basis. We would love to hear about your goals and aspirations, so we can work with you to reach them.

After we’ve taken the time to understand your unique operation, we will create a customized process that is designed to best help you meet your specific business needs. This includes streamlining the responsibilities and processes for both the client and the bookkeeper, to create a faster and more efficient process.

Now that you are up to speed with the processes going forward, it’s time to connect with your bookkeeper(s). This experienced specialist will serve as your main point of contact.

We’ve created a set-up process that is straight forward and stress-free. In this process, we will review your accounts, determine which reports need to be generated and implement the necessary processes. When you work with us, you get clean and updated bookkeeping, guaranteed.

Do your books need a cleanup? Let us take care of this tough and timely process. We will review your books, ensuring all reconciliations are made through the end of the last completed month. This is done to get things started on the right track the first time around. We’ve seen it all, so don’t be afraid to seek our help – it will be the best decision you ever made.