Our Approach
Getting to know our clients and regularly sizing ourselves up against their business needs ensures everyone is mutually cared for and comfortable with the direction of the work.
Our Process
Questionnaire
We know time is valuable, to respect yours, we’ll have you fill out a quick questionnaire. Even if we aren’t the perfect fit, we’ll still send you some recommendations!
Discovery Call
During our one hour discovery call, we’ll dive deep into what your books look like, what applications you use, and where we can help the most!
QuickBooks Online or Xero Review
We do a quick review of your books in order to make sure our scope is properly defined.
3-Tier Proposal Presentation
We create a 3-tier proposal outlining what services are required, as well as some options to help you grow your business.
Client Signs and Onboarding Begins
We make our partnership official and send you an interactive checklist with everything we need to get started.
Transitioned to the Accounting Team
Once the onboarding process has been completed, you are transitioned to your new team who will be your main accounting lifeline!
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.
We know, Marie is so lovable, but in order to build the best partnership and knowledge within your books and business, you’ll have a reliable, dedicated team assigned to you!
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!