From first call to fully onboarded, without the friction
Getting started is straightforward. Here’s exactly what to expect, from the first conversation to the day your books and filings are running on schedule.
A free intro call
Fifteen minutes. We listen to your situation and tell you honestly what you need — and what you don’t. No pitch, no payment.
A clear proposal
You get a fixed scope and price, quoted before any work begins. You see the number first, with no hourly meter running in the background.
Onboard in one place
Documents and messaging live in a single secure portal. We request what we need and handle the move from your current accountant or bookkeeper, with no gap in coverage.
We run it
Your books are closed on a monthly schedule, your filings are handled on time, and your team is a message away year-round — not just in April.
Everything in one secure portal
Your documents, messages, e-signatures, and a single checklist all live in one encrypted place. You send each thing once, and we never make you re-send what you’ve already given us. You get a reply within one business day, year-round — not a ticket queue, and not only at tax time. Because it all runs remotely, your location never changes the service: all 50 U.S. states and across Canada.
What you’ll never deal with here
Surprise invoices
Every price is fixed and quoted before work starts.
A different stranger each time
The same team knows your file year over year.
A gap when you switch
We request prior records and pick up the next cycle, no lapse.
Changing your software
We work in your QuickBooks or Xero, not ours.
What onboarding actually looks like
A free fifteen minutes. We learn your situation, tell you what it needs, and send a fixed-price proposal.
You get one secure checklist and upload link. We connect to your QuickBooks or Xero with read access.
We request prior books and returns, reconcile what’s there, and surface anything that needs cleanup — no gap in coverage.
Your first close, draft return, or forecast lands, and the monthly rhythm begins. Most clients are fully live within two weeks.
Security that isn’t an afterthought
Your financial life is sensitive, and it’s handled that way: one encrypted portal, access limited to your team, and someone accountable for all of it.
- An encrypted portal — Documents and messages move through a secure client portal, never email attachments scattered across inboxes.
- Access on a need-to-know basis — Only your team can see your file; your data isn’t farmed out to an offshore back office.
- You own your accounts — Your QuickBooks, Xero, and payroll stay in your name. Leave anytime, with everything intact.
- Accountable, not just software — A real professional stands behind the work and the handling of your information.
Behind on your books, or filing late?
Catch-up bookkeeping and back-year returns are common first projects. We get you current, fix what needs fixing, and keep you on schedule from there.