How it works
A documented process, every month
You'll always know what happens next and what you'll receive.
The four steps
- 01
Assess
A free discovery call and a review of your current books, accounts and needs.
- 02
Structure
Organize the chart of accounts and set a monthly routine. If the books are behind, we'll quote a Cleanup and Catch-Up first.
- 03
Report
Each month you receive reconciled books, financial statements and a plain-English summary.
- 04
Maintain
The books stay current month after month, with a check-in whenever something needs your input.
Getting started
Your first 30 days
- 1Discovery call
- 2Quote and agreement
- 3QuickBooks access and document setup
- 4Cleanup, if needed
- 5First monthly report
Most clients get their first monthly report within about 30 days. A larger cleanup can extend that.