Our Approach
We prioritize understanding our clients and continually evaluating our work against their evolving business needs, ensuring alignment, confidence, and a strong partnership.
Our Process
Questionnaire
We value your time. To better understand your needs, we’ll ask you to complete a brief questionnaire. Even if we’re not the right fit, we’ll gladly provide helpful recommendations.
Discovery Call
During our one-hour discovery call, we’ll take a close look at your financial records, review the tools you use, and identify where our support can deliver the greatest impact.
QuickBooks Online or Xero Review
We perform a focused evaluation of your financial records to establish a precise and appropriate scope of engagement.
3-Tier Proposal Presentation
We prepare a three-tier proposal detailing the required services along with flexible options designed to support your business growth.
Client Signs and Onboarding Begins
Once we formalize our partnership, we’ll provide an interactive checklist outlining everything needed to begin.
Transitioned to the Team
With onboarding finished, you’ll move to your dedicated team for continued support and expertise.
Ready to get started?
FAQs
We specialize in helping:
• Technology and SaaS companies
• Service-based businesses
• Marketing and advertising agencies
• Law, accounting, and wealth management firms
• Other service providers (landscaping, architecture, etc.)
• Entertainment businesses
• Event planning
• Podcast
• Media creation
• Restaurant businesses
Our pricing is customized to the needs of your business. Most of our clients hire us to manage more than just bookkeeping—our service packages start at $1,000/month. In the sales process, we will provide you with a few options so you can tailor the services (and costs) to your needs!
Good things take time! Though we can jump in and tackle a project, we typically start to become an oiled machine for our clients after 3 months. This comes from understanding your communication style and how you want your business to function.
This is completely customizable to your needs and will be defined in your proposal! We have a desk ticketing system to ensure all emails are answered within the timeframe agreed upon. You choose, and we make sure to track all emails and respond to them on time. In addition, you only need to remember 1 email: [email protected] We tag the relevant team members to your emails.
Your point of contact will be assigned to you during the onboarding process.
Outsourcing is cheaper than hiring an in-house employee (pay + employer taxes + benefits + equipment) and less stressful than having to manage them and their career. You’ll have access to bookkeepers all the way to outsourced controllers and CFOs—outsourcing your accounting allows you to focus on what brings your business the most ROI!