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How We Work:
1. We get an initial request from you
2. We ask you a few questions about your accounting needs
2. We ask you a few questions about your accounting needs
Please contact us and briefly describe your needs and problems you need to solve
2. We ask you a few questions about your accounting needs
2. We ask you a few questions about your accounting needs
2. We ask you a few questions about your accounting needs
This online form will take a couple minutes to complete, but the information you provide would give us a greater understanding of your needs and allow us to address them more efficiently
3. We hold a 'Discovery Meeting'
2. We ask you a few questions about your accounting needs
4. We draft a roadmap to meet your desired goals
During this meeting (which can take place by phone, Zoom, or Google Meet) we’ll learn more about your specific needs to mutually determine if we’re a good fit
4. We draft a roadmap to meet your desired goals
5. We recommend solutions customized to your specific needs
4. We draft a roadmap to meet your desired goals
In all cases except for new business with no records, our Initial Diagnostic Service will be needed at a minimum
5. We recommend solutions customized to your specific needs
5. We recommend solutions customized to your specific needs
5. We recommend solutions customized to your specific needs
After our Initial Diagnostic service is completed, we’ll recommend solutions customized to your specific needs and provide you with up-front pricing for them
6. We start the on-boarding process
5. We recommend solutions customized to your specific needs
5. We recommend solutions customized to your specific needs
We'll provide you with a Service Agreement clearly outlining our services and fees, and start the on-boarding process. We'll work quickly to implement your customized solutions with your complete satisfaction as our primary goal
We deliver:
- The Initial Diagnostics usually takes 5-10 business days
- The Clean-up and Catch-up usually takes from 8 weeks
- Monthly Recurring Bookkeeping and QuickBooks® Online Account Review Services are performed no later than a specific date of the next month
- QuickBooks® Online Account Initial Set-up usually takes 5-10 business days
We provide a detailed report at each service completion.
Requests to complete work for a shorter time are subject to an additional urgency fee.
What sets us apart:
Member of the QuickBooks ProAdvisor® Program
Fixed pricing for most services
Modern, cloud based, remote
Trusted, reliable, experienced
Proactive and holistic approach
Collaboration and responsiveness
QuickBooks® and QuickBooks ProAdvisor® are registered trademarks and/or registered service marks of Intuit Inc.