Getting Started

Steps to Getting Started

We'd love to talk with you and discuss your bookkeeping needs. Schedule your Discovery Call today!

4 Steps to getting started

Discovery Call

Schedule a 30 minute Discovery Call to see if we're mutually a good fit. If we are, and you'd like to move forward, we discuss the service package you would like to start with and we move on to Step 2!

Gather Statements

Gather together 3 to 4 months worth of bank, loan and credit card statements and send to us for review. This helps us in calculating your monthly subscription.

Service Agreement

We put together a Service Agreement for you. It outlines the work we will do for your company and the frequency. It also outlines your responsibilities, as well as the monthly subscription price. You will need to review the Service Agreement and sign before we start.

We Start

Once we've received the signed agreement and the information we need from you, we start the work!