What to expect
Your consultation is a no-cost conversation focused on your business goals, systems, and bookkeeping priorities. We will outline a clear onboarding plan and confirm the information needed to get started.
We review your current tools, reporting cadence, and any pain points with existing books.
You leave with a recommended scope, timeline, and document checklist tailored to your business.
Get in touch
Choose the option that works best for you and we will confirm a time for your free consultation.
Discover
We gather a snapshot of your business—entity type, tools, accounts, and priorities. You get a concise summary of what onboarding will include.
Plan
We build a tailored checklist covering account access, file transfers, and reporting dates so everyone knows the timeline and owners.
Onboard
We set up secure access, document processes, and deliver your first set of reconciled books with a walkthrough of key reports.
What we need from you
- Basic business details (entity type, locations, and primary contacts)
- List of financial accounts, payroll systems, and current bookkeeping tools
- Any recent financial statements or tax filings available
- Preferred reporting cadence and deadlines that matter to your team
Request your free consultation
Tell us about your business and we will confirm a call time. No obligations—just clarity on how we can help.