How We Work
We are a primarily virtual bookkeeping firm that specializes in QuickBooks Online software to support our clients. We are certified across multiple business platforms and experts at providing financial solutions for bookkeeping, payroll and advisory needs.
Our Process includes 3 simple steps:
Discovery Call – We will learn about your specific needs and determine if we can partner together to achieve your business goals.
Strategy – We will craft a roadmap to meet your desired goals and recommend solutions customized to your specific needs.
Start – We will provide you with a service agreement clearly outlining our services and pricing and start the onboarding process to get all the information we need from you. We’ll work quickly to implement your customized solutions.