Getting started is easier than you think. Whether you're switching from another bookkeeper or starting from scratch, we’ve designed our process to be simple, smooth, and stress-free — even if you’re not a numbers person.

Book a Free Consultation

Pick a time that works for you. We’ll get to know your business and understand what support you need.

Receive a Tailored Proposal

Based on our chat, we’ll send you a clear, customized proposal outlining services, pricing, and what’s included.

Easy Onboarding

We’ll guide you step-by-step to connect your accounting tools (like QBO, Dext, and TaxDome) and gather the right info.

Relax – We’ve Got the Books

Once setup is complete, we handle your monthly bookkeeping so you can stay focused on your business.