How it Works

1. Apply

Submit a short application so we can confirm fit and complexity.

2. Assessment

We review your current situation, backlog, and systems.

3. Set Up

We onboard you into a paperless, structured workflow.

4. Ongoing Support

Your books stay clean, current, and predictable.

Filling Out Your Application

Filling the application is a short process that takes only a few minutes. It is important that you provide honest responses and the most accurate information to the best of your knowledge. This information is used to determine if we are a good fit for each other. 

Assessment

We take the information you provide and we study it closely to come up with a system tailored for your business. Every system is built to save you time, be easy to follow and reduce your stress. 

Set Up

Once we build a system tailored to your needs, we set it up for you. We give you all the tools necessary to get it up and running right away so you can start using it and regain your time.

Ongoing Support

With the system up and running, we take care of your bookkeeping and payroll promptly and accurately thanks to our double check process and reconciliations to provide you with easy to understand monthly reports.

Ready to Take the First Step?