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Our Process

01

Bookkeeping Consultation

Meet with us on Zoom and tell us about your business and goals.

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02

Diagnostic Review

We'll review your QuickBooks Online account and last year's taxes. This will give us an overview of your business needs and the complexity of your books. We'll meet again on Zoom and go over the recommended bookkeeping services for your business and provide you with pricing plan options.

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03

Set Up

If you are new to QuickBooks Online, we can help you set up your account. If you are already set up, we can help clean up your books if necessary, make sure transactions are categorized accurately, implement a tax savings strategy, and streamline the bookkeeping process.

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04

Maintenance

We can take care of your books going forward or guide you and your team and provide financial reports to help you grow your business and focus on doing what you love most. 

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