Our process

let's talk

The first step in our process is to schedule a time for us to talk. During our initial 30-minute consultation, we'll get to know each other, and spend time talking about your bookkeeping needs and goals.

Click here to get the ball rolling!

Get Onboard

This is where it gets exciting! We'll get your accounting system set up (if it's not already) and prepare a quote for the ongoing work to be performed either monthly or quarterly.

Not ready for regular bookkeeping services quite yet? Have you fallen way behind, and you need us to get you caught-up? Are your books a hot mess (we hear that a lot - don't worry, we don't judge!)? We can create a plan to get you caught-up and cleaned-up so that you're ready to move forward with ongoing, regular services either monthly or quarterly.


Relax and leave the bookkeeping to us! We'll maintain your books and send your financial statements according to your plan (either monthly or quarterly).

Not sure exactly what your financial statements are telling you? Don't worry!

We are happy to schedule a financial review so we can walk through your financials together. We want you to understand them and not feel intimidated when looking at all.those.numbers.