Let’s work together.

Please fill out this questionnaire to the best of your ability, and someone from our team will be happy to reach back out with a quote, answer any questions you may have and to schedule a meeting:

Our Simple and Effective Process

1. Consultation & Questionnaire

Please fill out our brief questionnaire to give us an idea of your needs and the estimated workload.

Details: This initial step involves a simple online form where you provide basic information about your business, current bookkeeping practices, and specific services you require. This helps us better understand your needs and prepare for a detailed discussion.

3. In-Depth Initial Meeting

During our initial meeting, we get to know your business operations and gather all necessary information to start your bookkeeping

Details: In this meeting, we’ll discuss your business in detail, including your financial practices, challenges, and goals. We’ll also collect any necessary documents and access credentials to your accounting systems.

5. Ongoing Support and Communication

We provide ongoing support and regular updates to ensure your financial health is always in check.

Details: After onboarding, we maintain regular communication to provide updates, answer any questions, and make necessary adjustments to our services. You’ll receive monthly reports and have access to our team for any bookkeeping or tax-related inquiries.

2. Tailored Quote and Scheduling

Receive a tailored quote and schedule a meeting with one of our experts.

Details: Based on the information provided in the questionnaire, we will create a customized quote that outlines the services we recommend and the associated costs. Then we’ll schedule a meeting at a convenient time, either in person or through Zoom.

4. Onboarding and Implementation

Our team gets to work, ensuring your financial records are accurate and up-to-date.

Details: Once we have all the necessary information, we begin the onboarding process. This involves setting up or transitioning your bookkeeping systems to our management. We then start our regular bookkeeping tasks, which include entering transactions, generating reports, and more.