Steps

1. Discovery Questionnaire– Share your goals, challenges, and etc. This helps us come to our call fully prepared, so we can focus on solutions and your specific goals instead of just gathering info.

2. Discovery Call – We’ll chat about your business, your bookkeeping challenges, and what you need to see if we are a good fit.

3. Business Bookkeeping Check – I’ll review your current recordkeeping system to see what’s working and what’s not.

4. Setup in Online Accounting Software – I’ll get your books organized in an easy-to-use system that we will manage your books in moving forward.

 5. Instant Insights & Financial Clarity – Access clear cash flow info and financial statements to guide your decisions.

 6. Done-for-you Ongoing bookkeeping support – Your finances managed by a professional.

Bonus Perks
 If you’re already using or willing to use tools like Stripe, Brex, Gusto, Ramp, Bill, Mercury, Rippling, or Deel, you’ll enjoy a smoother setup.