How it works
From shoebox to shipshape.
Getting started takes one short call and a little paperwork. After that, the books run quietly in the background while you run the business.
Four steps
Intro call
A free 20-minute call, in the evening or on a Saturday. We talk about your business, your books and what’s been getting in the way.
Quote & agreement
You get a flat price and a short engagement letter that spells out exactly what’s included.
Set-up
You share access to QuickBooks and your statements. If you’re behind, we start with a clean-up.
Monthly rhythm
Early each month we close out the month before and send your report. Questions go back and forth by email.
Staying in touch
You don’t have to stop work to talk to your bookkeeper
Most of the work happens behind the scenes. When we do need each other, here’s how it goes.
Email, any time
Send questions, receipts and documents whenever it suits you. You’ll get a reply within one business day.
Calls by appointment
Weekday evenings and Saturday mornings. Pick a time online and it goes straight on both our calendars.
A report every month
A short summary of the month, with anything that needs your attention called out at the top.
Before we start
What to have ready
You don’t need all of this for the intro call. It just helps things move quickly once we begin.
- Recent bank and credit card statements for the business
- Your QuickBooks login, or whatever you track things in today
- Last year’s tax return, if you have one
- A list of any loans, leases or payment plans
- Payroll reports, if you have employees
Common questions
Do we need to meet in person?
No. Everything can be done by video call, phone and email, which is how most clients prefer it.
How often will I hear from you?
At least once a month with your report, and any time something in the books needs a quick answer from you.
What if I’m months or years behind?
That’s what the clean-up service is for. We work through the backlog first, then move you onto a monthly rhythm.
Is my financial information kept private?
Yes. Your information is confidential and is only used to do your books.
Can you work with my CPA?
Yes, and we’d like to. With your permission we send them what they need at year-end so you’re not the go-between.
Ready when you are.
Books that don’t pinch.
Start with a free 20-minute call. No pressure and no jargon, just a clear look at where your books stand and what it would take to keep them tidy.
