Get Started
Monthly Bookkeeping
Seven quick questions. If your books fit our standard monthly service, you’ll see your estimated monthly fee right away. A free Intro Call then confirms your workload and fee.
How It Works
From Fit Check to Getting Started.
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Fit check
Seven quick questions. If your books fit our standard monthly service, you’ll see your estimated monthly fee right away.
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Free Intro Call
We confirm your workload, accounts and monthly fee.
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Engagement & payment
Sign your engagement letter and make your first monthly payment. Each month is paid before that month’s work.
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Onboarding & monthly books
Share account access and records through your secure client portal. Monthly work begins once you’re set up.
Start with a conversation
Tell us where you are. We’ll show you the way forward.
A free Intro Call is a conversation about your situation and the right service for it. Scope and fee are confirmed in writing before any work begins.