How It Works
From setup to stability.
A structured approach from day one. Most clients save 60+ hours a year and operate with significantly more clarity once the system is running.
Discover
We assess your current setup, goals, and pain points to determine the right path forward. This includes a review of your QuickBooks file, chart of accounts, and existing workflows.
What happens
- Intro call to understand your business
- QuickBooks file review
- Scope and proposal
Build
We clean up your books, organize your chart of accounts, implement workflows, and build reliable reporting systems.
What happens
- Historical cleanup and reconciliation
- Workflow and automation setup
- Reporting configuration
Manage
We keep your financial systems accurate and current month after month. You get consistent books and clear reports without the overhead.
What happens
- Monthly bookkeeping and reconciliation
- Financial reporting delivery
- Ongoing QBO optimization
What to Expect
Typical onboarding
2 to 4 weeks
Communication
Email and scheduled check-ins
Tools
QuickBooks Online
Reporting
Monthly financial package
These details may vary based on the scope of your engagement.