Let us help you!

01.

Secure your complimentary 15-minute Consultation + needs assessment

We begin by identifying what you need now and what you need next. During the consultation we confirm:

• Your business structure and states of operation
• Current accounting status (current, behind, or unknown)
• Tools in use (accounting system, bank feeds, invoicing, bill pay, payroll)
• Priority services (bookkeeping, cleanup, filings, registrations, back-office support)
• Timeline needs (deadlines, tax season readiness, compliance urgency)
• Outcome: a recommended service plan and the fastest path to stability.

02.

Agreement Endorsement. Onboarding + document collection + workflow setup

After our initial video consultation and mutual agreement on a partnership, we'll outline your goals and vision, then create a customized proposal for your business and create the access + documentation workflow. Depending on your services, this may include:

• Entity details, prior filings (if any), and current standing

• Banking/credit card statements and access permissions

• Accounting file access (or creation/cleanup plan)

• Payroll provider access (if applicable)

• Sales channels and nexus info (if applicable)

• Shared folder/portal setup and naming conventions

• Communication expectations (how approvals and questions are handled)

Outcome: clear handoffs, consistent documentation, and fewer bottlenecks.

03.

Execution + Ongoing support and reporting

Your day-to-day involvement should be lightweight. The goal is for you to complete quick “inputs,” while we handle the execution and follow-through.

We'll also provide a customized timeline highlighting key milestones. You can check these dates and alert us to any conflicts for adjustments. Our aim? Smooth, on-schedule progress.

If you have ongoing services, we maintain a predictable rhythm.

As your business grows, we adjust scope, tools, and workflows to match your reality—without breaking what’s working.

Bookkeeping

Ongoing bookkeeping that keeps financials current, categorized, and ready for tax preparation and decision-making. Our experts are certified bookkeepers and tax preparers. We invest in the training and education of our employees to ensure that we keep up with changes and best practices in our industry.

Business Filings & Compliance Support

Practical support for common filings that keep a business in good standing (formation support, amendments, annual filings, and more).