Step 1: Initial Inquiry

Complete the contact form with a few details about your business and bookkeeping needs. This helps ensure we’re a good fit.

Step 2: Discovery Call

We’ll schedule a free call to:

    •    Discuss your current bookkeeping setup

    •    Identify pain points and goals

    •    Review job costing or reporting needs

Step 3: Customized Proposal

Based on our conversation, you’ll receive a customized monthly bookkeeping proposal tailored to your business size, complexity, and needs.

Step 4: Onboarding & Setup

Once you move forward:

    •    We connect your accounts

    •    Review or clean up your books (if needed)

    •    Set up systems for ongoing support

Step 5: Ongoing Support

Each month you’ll receive:

    •    Accurate bookkeeping

    •    Clear financial reports

    •    Ongoing support and communication

So you can focus on running your business

— not your books.