A seamless transition to better accounting. Here's exactly what to expect when you work with us.
Most clients are fully onboarded within 2 to 4 weeks. Here's the process step by step.
We start with a conversation to understand your business, current accounting setup, pain points, and goals. No sales pitch, just questions to see if we're a good fit.
After our call, we send a detailed proposal outlining exactly what we'll do, what it costs, and what you can expect. No surprises.
Once you sign, we schedule a kickoff call and begin gathering access to your systems. We'll send a checklist of everything we need.
We review your current books, identify any issues, and clean up outstanding items. This is where we get your foundation solid.
We complete our first month-end close together. This is where we establish the cadence and processes that will carry forward.
From here, we're in steady state. Monthly closes, regular communication, and proactive support. Full back office support tailored to your needs.
We handle the heavy lifting, but we need a few things to get started.
Admin access to QuickBooks, NetSuite, Xero, or your current accounting system.
Read-only access to bank accounts and credit cards for reconciliation.
Access to Gusto, Rippling, or your payroll provider for journal entries.
Who to reach out to for questions about transactions, bills, and operations.
Prior year financials, tax returns, and any existing work papers.
Timely responses to questions so we can keep your close on track.
Clear deliverables, consistent timing, no surprises.
Balance sheet, income statement, and cash flow statement. GAAP-compliant.
AR/AP aging, prepaid schedules, and account reconciliations.
Written summary of key items, adjustments, and things to note.
Monthly call to walk through results and answer questions.
If needed: formatted package with KPIs and variance analysis.
Email and Slack access for questions as they come up.
You're not handed off to a call center. You get a dedicated team that knows your business.
Your day-to-day contact. Handles bookkeeping, reconciliations, and first-line questions.
Reviews all work, handles technical accounting, and provides strategic guidance.
Oversees systems, integrations, and process optimization.
We integrate with the tools you already use and recommend best-in-class solutions when needed.
Schedule your discovery call. We'll walk through your situation and see if we're a fit.
Schedule Your Call