A process built for clarity
and results
From the first conversation to year-end, every step is documented, transparent, and designed around your business.
Free 30-Minute Consultation
We talk about your business, your current books and what you need. No commitment, no pressure.
Proposal in Under 24 Hours
Once I have the information I need, you receive a proposal with price and scope, signed electronically.
Agreement & Payment Setup
We sign the service agreement and set up your payment method, so your service is authorized to begin.
Onboarding
A 30-minute onboarding call, system access, documents and your client file. It usually takes about 14 days, depending on how quickly the information arrives.
Initial Assessment
I review your books and set your work plan, with Cleanup / Catch-up scheduled if needed.
Collect & Record
Your documents are gathered and every transaction is recorded and categorized in your accounting software.
Review & Reconcile
Income, expenses and, when it applies, A/R and A/P are reviewed. Every account is reconciled against your statements.
Quality Review
Adjustments are documented and your books are reviewed before any report goes out.
Reports & Follow-up
You receive your agreed financial statements, plus follow-up meetings based on your plan.
Year-End Close
Reconciliations, balances and closing adjustments are verified for the full year.
CPA Ready Package
Your financial statements and documents are organized for your CPA or tax preparer.
CPA Coordination
I send your CPA the information you authorize, so you don't have to be in the middle.
Ready to get started?
Fill out the Initial Consultation form so I can understand your business before our first call. It takes 3 minutes.