Method

Our Method
We believe bookkeeping should feel supportive, not stressful. That’s why we take the time to get to know each client’s unique financial flow, goals, and challenges before we begin.

Step One
Complimentary Consultation Phone Call
We start with a 30-minute call to discuss your business, goals, and areas where you need support.

Step Two
Book Review
After the call, we review your bookkeeping records to understand your workflow and the full scope of your transactions. This ensures the services we provide are precise and aligned with your needs.

Step Three
Proposal & Service Agreement
We prepare a detailed proposal, including any initial setup or clean-up work needed and your ongoing monthly fee, along with a clear description of the services provided.

Step Three
Initial Setup / Clean-Up
If your books aren’t fully organized yet, we gather the necessary documentation and information and touch base with you regularly to ensure everything is accurately captured.

Step Four
Ongoing Bookkeeping & Accounting
Once your books are set up, we keep them updated and balanced, provide regular financial reporting, and schedule virtual check-ins to keep you informed about your financial health, trends, and insights.

Step Five
Year-End Collaboration
When it’s time for tax season, We connect directly with your tax professional—or introduce you to one of our trusted CPA colleagues—to ensure your reporting is accurate, seamless, and optimized.

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Method

Step One Complimentary Consultation Phone CallWe start with a 30-minute call to discuss your business, goals, and areas where you need support.

Step Two Book Review After the call, we review your bookkeeping records to understand your workflow and the full scope of your transactions. This ensures the services we provide are precise and aligned with your needs.

Step Three Proposal & Service Agreement We prepare a detailed proposal, including any initial setup or clean-up work needed and your ongoing monthly fee, along with a clear description of the services provided.

Step Three Initial Setup / Clean-Up If your books aren’t fully organized yet, we gather the necessary documentation and information and touch base with you regularly to ensure everything is accurately captured.

Step Four Ongoing Bookkeeping & Accounting Once your books are set up, we keep them updated and balanced, provide regular financial reporting, and schedule virtual check-ins to keep you informed about your financial health, trends, and insights.

Step Five Year-End CollaborationWhen it’s time for tax season, We connect directly with your tax professional—or introduce you to one of our trusted CPA colleagues—to ensure your reporting is accurate, seamless, and optimized.