A clear process, from the first conversation onward.
You should know what happens next, what is included, and what we need from you.
Discovery Call
Tell us about your business, current software, bookkeeping challenges, and the help you need. We discuss transaction volume and the number of bank and credit card accounts to understand the work involved. For payroll support, we also discuss your team and current payroll process.
Review and Plan
We review the information needed to assess your books and recommend a monthly package, project scope, or payroll service scope. Services, responsibilities, and timing are agreed before work begins.
Onboarding and Organization
We agree how records will be shared and which account permissions are needed, then complete any agreed setup, catch-up, or cleanup work.
Ongoing Support or Project Handoff
For monthly clients, we maintain the books and provide the reports and communication included in the plan. For one-time projects, we deliver the agreed work and discuss any useful next steps. When payroll services are part of the engagement, we follow the separately agreed payroll scope.
Want to walk through these steps for your business? Book a discovery call and we'll start at step one.
Let's get a clearer picture of your books.
Tell us where things stand, what is taking up your time, and the support you need. We'll discuss the next step together.