Feeling overwhelmed by your business finances? Don't let tasks like bank and credit card reconciliation, managing accounts receivable or accounts payable, handling payroll, or accurately categorizing expenses hold you back. Perhaps you're struggling with a QuickBooks Online migration, need to update your Chart of Accounts, improve job costing, or navigate sales tax complexities. Whatever your financial hurdles, big or small, share them with us. We're here to provide expert support, streamline your processes, and deliver clear reporting so you can focus on what you do best: growing your business.

Once we understand your unique needs, we'll craft a detailed scope of work and a comprehensive proposal for your review. This document will clearly outline the services we'll provide, the expected outcomes, and a transparent investment, ensuring you have a complete picture of how we'll help you achieve your financial goals.

After you've reviewed the detailed scope and proposal, the power is in your hands. This is your opportunity to ask any questions and provide feedback. We believe in complete transparency and flexibility, so if any adjustments are needed to the proposed services or approach, we'll collaborate closely with you to refine the plan until it perfectly aligns with your expectations and business needs. Once you're fully satisfied, you simply approve the plan, and we move forward to setting up your optimized financial systems.

With the plan approved, it's time to kick things off! We'll schedule your intake meeting, where you'll be introduced to your dedicated Account Manager and accounting team. During this crucial session, we'll dive deep into your existing financial processes, gather all necessary information, and begin setting up your streamlined accounting systems. This will ensure a smooth transition and a clear path forward for managing your finances effectively.