Full-Service Bookkeeping
OUR PROCESS
There are only two things you need to do:
01
Book a Consultation
We begin with a consultation to understand your organization and bookkeeping needs, assess any existing systems, and customize a service plan that fits you best.
02
Sign Contract
We send you a contract proposal for your review. You share your changes or suggestions - we’re happy to tailor it to your needs. Once we are aligned on the terms, we finalize everything with e-signature to keep things smooth, secure, and official.
We will handle the rest!
03
Client Portal
You will be provided access to a client portal where you will be able to securely attach documents, track the progress of your onboarding, monthly closing, and other related projects.
04
Secure Data Collection
We collect all required financial documents and establish encrypted, secure access to your accounting and other related systems, ensuring full compliance with industry-standard security protocols.
05
System Setup & Cleanup
We optimize your accounting software, migrate data if needed, and organize your records to ensure everything is accurate and efficient.
06
Monthly Bookkeeping & Reporting
We manage your books by categorizing transactions, reconciling accounts, providing financial reports, and handling payroll and accounts management when needed.
07
Monthly Meetings
You will have the option to schedule a meeting with your Account Lead once a month to discuss questions and clarifications about your books.
08
Continuous Support & Insights
You’ll have ongoing support from our expert team, with tax-ready books and strategic financial insights to help your business grow confidently.