How it works
Get in Touch
Fill out the contact form and tell me a little about your business and where things stand with your books. I’ll follow up within two business days to schedule a discovery call.
Discovery Call
A free 30 minute conversation to talk through your business, your current bookkeeping situation, and what you actually need. No pressure, no commitment. Just a conversation to see if we’re a good fit.
Proposal & Agreement
If we decide to move forward, you’ll receive a written proposal within one business day outlining your service tier, scope, and pricing. Once you’ve reviewed and signed the engagement letter, we’re official!
Onboarding
You’ll complete a questionnaire and provide access to your accounts. I’ll get your books configured, connect your bank feeds, and establish your folder structure. This is where the foundation gets built.
Ongoing
Project or monthly work begins. You’ll receive your financial reports on a consistent schedule each month with clear communication throughout. No chasing, no surprises.