Chaos to Clarity: Bookkeeping Rescue * GET 20% OFF Your Full Cleanup Project
How it works
Consultation & Customization
During your virtual consultation, we'll guide you through our process. To ensure we recommend the perfect accounting subscription level for your needs, please have your business details and current accounting software information readily available. This session is also a great opportunity to get all your questions answered. Afterwards, we'll send you your engagement letter, which includes all the details for your onboarding.
Simple Process, Expert Insight
Keeping your financials simple is our style. By partnering with our bookkeeping experts, you gain fresh insights and clarity that drive your organization forward.
Here’s how easy it is to start:
- Share Your Info: Complete our brief Business Info Form so we can understand your specific needs.
- Quick Consultation: Book a Zoom Consultation to discuss your goals and answer any questions.
- Grant Access: Invite us to your books (securely, of course!) so we can review your current setup.
- Confirm Partnership: Review and sign the Proposal & Engagement Letter to officially kick off our expert service.
Welcome Aboard!
Once you've reviewed and signed your engagement letter, accepting the terms and conditions, you're all set! You'll soon receive a welcome package detailing how we communicate and collaborate with our clients, along with the exciting next steps for your smooth onboarding.
We're excited to partner with you and help your business thrive with expert, affordable accounting solutions!