The process
From first click to monthly reports.
Here is exactly what happens after you get started — no surprises.
- 1
Choose Your Plan
Answer a few quick questions and get a package recommendation in under two minutes.
- 2
Complete Your Business Profile
Tell us about your business — one question at a time, from your phone if you like.
- 3
Connect Your Accounts
Connect your bank and card accounts securely inside QuickBooks Online. We never see your banking login.
- 4
We Handle Your Books
Your dedicated bookkeeping team categorizes, reconciles, and keeps everything current.
- 5
Receive Monthly Financial Reports
Each month you get a clear Profit & Loss, Balance Sheet, and Cash Flow when applicable.
- 6
Understand Your Numbers
Review calls and consultations help you see what is working and plan what comes next.
What happens behind the scenes
01Our Client Success Coordinator is notified the moment you subscribe and reaches out to begin onboarding.
02We set up your secure client portal for engagement documents and document requests.
03We create your QuickBooks Online account or request accountant access to your existing one.
04You connect banks and cards inside QuickBooks Online. We send step-by-step instructions and a short video.
05Your production team is assigned, opening balances are verified, and cleanup begins if needed.
06Books are completed, quality-reviewed, and your first financial reports are delivered.
Let's get your books working for you.
Two minutes to a clear recommendation. No pressure, no jargon.