How We Work Using Online bookkeeping

Discovery Call

Discovery Call

Discovery Call

We will schedule a ZOOM call.
We will learn about your specific bookkeeping services needs and see if we're a good fit for working together.
No pressure. No judgement. No kidding!

Strategy

Discovery Call

Discovery Call

We'll craft a roadmap to meet your desired goals.
Then we'll recommend solutions customized to your specific needs.
Give you up-front fixed pricing for all our bookkeeping services.

Start

Discovery Call

Clarity - Focus - Vision

We'll provide you with a service agreement clearly outlining our services and our fixed pricing.
Start the onboarding process to get all the information we need from you to be able to start your online bookkeeping services.
We will work quickly to implement your customized solutions.

Clarity - Focus - Vision

Clarity - Focus - Vision

Clarity - Focus - Vision

We'll get clear on what's working and what is not working.
You'll know exactly where to focus your resources.

What Sets Us Apart

Clarity - Focus - Vision

What Sets Us Apart

Fixed Pricing
No fancy accounting talk
Cloud or Desktop based
Trusted, reliable with 25 plus years experience
Proactive collaboration & responsiveness