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Our Onboarding Process
01 . Onboarding Phase
We look at past & current books to set everything up for future success. We really get to know you, your goals, and your business.
02 . Clean-Up + First Reports
Back-end reconciling, categorizing, creating a custom chart of accounts, etc. Then we deliver your first reports for your first month with us.
We walk you through the reports and everything we did during clean-up. We address any changes you’d like to make.
03 . Recap Call
04 . Monthly Bookkeeping
Our team handles every aspect of your bookkeeping. You get your reports by the 15th each month.